Once you have installed the Legrand Outlook Add-In, go to your Outlook account. Click on the Legrand CRM tab located on the right of your Outlook Inbox. Open the tab and click Connect.
Click Select in the ‘Sign In’ screen to open the connection list.
In the ‘Connection List’, click on Add New to define a new connection.
In the ‘Add New Connection’ window, select a Connection Type. Select ‘SQL Server’ if your CRM database runs on a server in your office. Alternatively, select ‘Your Private Server’ if your CRM database runs on a private server and can be accessed outside the office. The details required for each connection type will vary.
SQL Server Windows Authentication
The details required for a SQL Server connection includes a Server Name, Database Name and Authentication Type. The ‘Server Name’ and ‘Database Name’ can be found in the Legrand CRM login screen. The ‘Login Email’ for Windows Authentication is the same email used to create your Legrand CRM user account. To check for this information, go to the administration panel in Legrand CRM and select Users > Manage Accounts. The user account’s email is displayed at the bottom of the screen.
Click Test Connection to ensure the Outlook Add-In connects to your Legrand CRM database. If the details are correct, click Save.
SQL Server Authentication
The details required for ‘SQL Server Authentication’ includes a Server Name, Database Name, User Name, Password and Login Email. The details are the same information found in the Legrand CRM login screen. To check for this information, select your database in the Legrand CRM login screen and click Edit. The ‘Login Email’ is the same email used to create your Legrand CRM user account.
Click Test Connection to ensure the Outlook Add-In connects to your Legrand CRM database. If the details are correct, click Save.
Private Server Connection
The details required for a private server connection includes a Connection Name, URL and your Login Email.
Connection Name: The ‘Connection Name’ is a generic name used to identify the connection. E.g. “Web edition connection.”
Enter URL: The URL web address for the ‘Web Edition’ login page. Note: Please make sure to include the port number in the URL. If you do not have access to the Web Edition page yet, please contact your IT administrator.
Login Email: The email used to set up your Legrand CRM account.
Click Test Connection to ensure the Outlook Add-In connects to your Legrand CRM database. If the details are correct, click Save.
Once you define a connection, return to the ‘Sign In’ screen to log in and use the Outlook Add-In.