In release 7.1.8, we’ve introduced the ability to authenticate with your mail server(s) using the OAuth 2.0 protocol. Microsoft refers to the OAuth 2.0 protocol as ‘modern authentication’ and is switching to this method from ‘basic authentication’ to improve data security.
How does Microsoft’s deprecation of basic authentication impact Legrand CRM?
The deprecation of basic authentication impacts the email settings in Legrand CRM for customers using Office 365 as their mailing service. The change affects the ability to send emails from Legrand CRM using the recommended ‘Send Direct’ method and the optional email retrieval functions for the Lead Inbox and Service Desk Inbox (if they are in use).
The following instructions are for customers using Office 365 as their mailing service. Please contact us via email at support@legrandcrm.com if you need any assistance.
Email configuration for outgoing mail using OAuth 2.0
Go to the administration settings and click ‘Email Settings’.
Click the ‘Authentication method’ drop-down and select ‘Modern Authentication (OAuth 2.0) – Office 365‘. Change the outgoing server port number and the SSL settings if needed.
Click ‘Sign-in modern authentication (OAuth 2.0)’.
In the pop-up window, enter your email address and click ‘Next’.
NOTE: If you are already running Outlook, you can select your email or click ‘Use another account’ to sign into a different account.
Enter your password and click ‘Sign in’. Complete the two-factor authentication process associated with the account and continue to the next step.
Click ‘Accept’ to grant Legrand CRM access to your mail service.
Once you authenticate the account, return to the configuration screen in Legrand CRM to save the changes. The configuration screen should display ‘You are connected to Office 365 using Modern Authentication’.
Optional: Converting Lead Inbox and Service Desk Inbox to OAuth 2.0
OAuth 2.0 has been implemented for mail retrieval functions in the Lead Inbox and Service Desk modules. The activation process is similar to the outgoing mail configuration; both the Lead Inbox and Service Desk settings offer basic authentication and OAuth 2.0. If you select OAuth 2.0, a sign-in process is required to confirm the connection.
Important note: The Lead Inbox and Service Desk mail retrieval will empty the mailbox specified on the server. The mailbox is usually a generic mailbox, such as sales@mycompany.com or support@mycompany.com. Do not specify your personal email as the retrieval email. You only need to adjust these settings if you configured the Lead Inbox or Service Desk to retrieve emails.
Lead Inbox configuration using OAuth 2.0
Go to the Lead Inbox module and click the settings icon on the right.
Click the ‘Authentication method’ drop-down and select ‘Modern Authentication (OAuth 2.0) – Office 365’.
Click ‘Sign-in using modern authentication (OAuth 2.0)’.
Enter the email and password used to configure your Lead Inbox. The email is usually a generic sales email, e.g. sales@mycompany.com. Do not specify your personal email address.
Once you authenticate the account, return to the configuration screen in Legrand CRM to save your changes.
Service Desk configuration using OAuth 2.0
Go to the Service Desk module and click the settings icon.
Click the ‘Authentication method’ drop-down and select ‘Modern Authentication (OAuth 2.0) – Office 365’.
Click ‘Sign-in using modern authentication (OAuth 2.0)’.
Enter the email and password used to configure your Service Desk Inbox. The email is usually a generic customer service or support email, e.g. support@mycompany.com. Do not specify your personal email address.
Return to the configuration screen in Legrand CRM and click ‘OK’ to save.