If the Outlook contact record contains a company name, Microsoft Dynamics CRM Online creates or links an existing Microsoft Dynamics CRM Online account record to the contact record. Categories lists any colors and labels that you have set up to organize items in Outlook.ĥ- By default, Advanced options are shown. You can group all of contacts with e-mail addresses with the same domain together. For example, in the e-mail address "" is the domain. This is the part of an e-mail address after the symbol. For example, Microsoft Dynamics CRM Online will not group together contacts with "Microsoft" and "Microsoft Corp" for their company. This is a free-form text field in the Contact form. ![]() Otherwise, go to the next step.ģ-The wizard will then analyze your Outlook Contacts and organize them for import. Step through the Add Contacts Wizard to add them to CRM:Ģ-If you have more than one contacts folder, select which Outlook contact folder you want to use and click Add Contacts. Mary Smith and John Johnson from ABC Company are in my Outlook Contacts but currently don't exist in our Dynamics CRM 2011system. ![]() How do I efficiently add outlook contacts to Dynamics CRM 2011? I recently imported an address book into my Outlook and I want to add some of these contacts to our CRM system. This is a question that comes up time and again.
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