Prerequisite: Download and install the Legrand CRM Outlook add-in from our site here.
Note: Legrand CRM will no longer develop and update the Legrand CRM Outlook Add-in for desktop Outlook as the new Outlook for Windows does not support COM add-ins. However, Legrand CRM will release a new version of the Outlook add-in that will run in the new Outlook in time to ensure no productivity benefits are lost when the new Outlook becomes the only way to access your mail.
Define a connection to Legrand Cloud CRM
Open Microsoft Outlook and select the Legrand CRM tab on the right.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2022/05/Legrand-CRM-Outlook-add-in-tab-in-Outlook.png)
Click Connect.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2023/04/Welcome-to-Legrand-CRM-Outlook-add-in.png)
Click Select on the sign-in screen.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2023/04/Select-connection.png)
Select Legrand Cloud CRM/Private Server as the connection type and click Add New.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2023/04/Define-new-connection-to-Legrand-Cloud-CRM-account.png)
Select Legrand Cloud CRM as the connection type and enter the following details:
- Connection Name: Any name such as your company name.
- Account Number: The 5-digit number for your Legrand Cloud CRM account. You can find the account number next to your user name when you log into Legrand Cloud CRM.
- Login Email: The email you use to log in to your Legrand Cloud CRM account.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2023/04/Specify-connection.png)
Select saved connection
Select the saved connection from the list.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2022/05/Select-saved-connection.png)
Sign in using your Legrand Cloud CRM credentials
Enter the same email and password as your Legrand Cloud CRM login.
![](https://cloudkb.legrandcrm.com/wp-content/uploads/2023/04/Enter-password-and-email.png)