Odoo 17 CRM- Key Features and Enhancements We Should Know

A competitive business scenario and ever-changing requirements come from markets and customers lead organizations to robust and reliable ERP solutions. Odoo ERP software is such a comprehensive and open-source business management solution. It offers a wide range of features to meet the diverse and complex needs of modern enterprises globally.  What makes Odoo ERP solution a preferred choice for all sizes of industries? Well, one major factor is- new features and performance enhancements that come regularly in the latest versions.

Significance of Odoo ERP Software

As a leading and integrated suite for managing various processes, Odoo covers a wide range of features. It has different modules including CRM (Customer Relationship Management), E-Commerce, Inventory Management, POS, Project Management, and Accounting. Odoo ERP solutions are highly flexible, user-friendly, and scalable. A large and thriving community of active Odoo developers supports other users on a 24×7 basis.

Recently, Odoo has released the Odoo 17 version. It has many new features and enhancements from the user’s perspective. Let’s dig deep into Odoo 17 features and benefits for your company.

What's New in Odoo 17- A User’s Perspective

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Odoo 17 has kept focus on user experience. It has several new features that make it more user-friendly and efficient for performing everyday business activities. Let’s highlight the features for improving user experience.

• Enhanced User Interface (UI) for Seamless User Experience

The cleaner layout, consistent design language, and intuitive navigation make the user interface (UI) more sophisticated and appealing. It is revamped to streamline processes and improve user experience. It also reduces cognitive load and simplifies navigation across different functions. Enhanced UI facilitates users to accomplish complex tasks systematically.

• Search More- Feature for Finding Relevant Information

Odoo 17 has a new ‘Search More’ feature that enables corporate users to locate relevant and useful information across the entire platform. It simplifies the search process and offers context-specific suggestions thereby leveraging NLP (Natural Language Processing). The ‘Search More’ feature can ‘understand’ the user intent effectively and users can find the data they need easily. It saves their time and effort in maintaining daily workflows.

• Advanced Search- More Precision Per Search

Odoo 17 has taken the search capabilities to a new level as compared to its previous versions. It makes it possible for users to refine their searches with advanced filters and search criteria. It also enables employees to search more accurately by narrowing down results to particular fields and values. The Advanced Search functionality empowers corporate users to find the data as needed even from large datasets with higher accuracy than previous versions.

• Avatar Card Preview- Access User Profiles Quickly

This newly introduced feature offers a convenient way to access user profiles and other necessary information. You can simply hover over the user’s avatar to view their key information including contact details, recent activities, and related records. The Avatar Card Preview feature eliminates the need to navigate to separate screens every time to get the user’s information. It provides users with quick access to the necessary information for improving collaboration.

Most Odoo 17 features are useful for streamlining daily processes by optimizing the company’s workflow. Here we highlight some key features for streamlining operations.

Some Odoo 17 features and benefits can optimize core business processes and streamline the workflow. Here we mention these useful features-

• Enhanced Action Menu Placement

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It is an improved version of the previous Action Menu. This new Action Menu is located within the form view to enable users to access relevant actions quickly. This placement assists users to get rid of navigating more for accessing actions and simplifies common tasks. Moreover, it can reduce the number of steps necessary to complete daily activities thereby saving valuable time and effort of employees.

• Drag-and-drop Pop-up Windows

The drag-and-drop functionality in the pop-up window aims at increasing interaction and enhancing workflow customization. Users can easily move and resize various pop-up windows for optimized views and better accessibility. Higher customization in pop-up windows and wizards can also improve their ability to concentrate on specific tasks to ensure timely completion. This feature also saves the employee’s time and effort.

• Knowledge Interface

This is one of the most important Odoo 17 features that empowers users to create and share informative content. An intuitive interface provides a user-friendly platform for composing articles, adding multimedia content, and organizing information in a clear and structured manner. It encourages collaboration and knowledge sharing within teams to nurture a more productive and collaborative work culture.

• Document Management Enhancements

Odoo 17 has improved document management capabilities with advanced search, tagging, and versioning functionalities. Users can search for documents by keywords, tags, or document properties with more accuracy. Furthermore, the enhanced tagging system allows for improved organization and categorization of documents, making them easier to locate and access for data analytics and BI systems.

Odoo 17 emphasizes data security and compliance-related provisions as well. Here are the dedicated functionality to meet compliance-related requirements.

How Odoo 17 Enhances Security and Compliance

Several Odoo 17 features specifically prioritize user security and data protection. Here we mention such features-

• Two-Factor Authentication  

Odoo 17 introduces two-factor authentication (2FA) for user accounts. It adds an extra layer of security beyond traditional password protection. This feature significantly reduces the risk of unauthorized access and protects user accounts from potential breaches.

• Data Encryption and Access Control

Odoo 17 strengthens security with improved encryption and access control mechanisms. Users can encrypt sensitive data at rest and in transit to ensure its confidentiality and integrity. Additionally, granular access controls enable administrators to define role-based permissions.

• GDPR Compliance

The new Odoo 17 can comply with the General Data Protection Regulation (GDPR) and other relevant data privacy regulations. It ensures safe and responsible handling of the user data with strict standards in place.

Simply put, Odoo 17 remains a reliable and secure platform for all businesses. It protects the user’s data and assists entrepreneurs to focus on their core business functions with confidence.

Conclusion

Odoo 17 offers a comprehensive suite of features and functionality to streamline operations, enhance collaboration, and empower organizations to achieve high data security. Be it a user interface and advanced search or knowledge interface and document management enhancements- Odoo 17 remains the best by far. Now is the time to embrace the transformative power of Odoo 17 for your company.

At Silver Touch Canada, we assist you in exploring the world of Odoo 17 features to streamline operations and improve data security for your company. Our dedicated Odoo professionals empower you to achieve your medium to long-term business goals with the latest version of Odoo 17. Contact us to know more!

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