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Outlook Contact to Dynamics 365

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  • 1.  Outlook Contact to Dynamics 365

    SILVER CONTRIBUTOR
    Posted 6 days ago

    Hello,

    My company has a requirement to add contacts easily from Outlook to Dynamics 365. I know you can use the wizard, I know you can add one from an email, I know you can export them. What I am trying to find out is if you can add a single contact specifically from a contact card. So for instance, in your contacts list in outlook, you click on a contact and open their contact card. I am wondering if there is an easy way to add the contact from there?  



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    Jordan Visina
    CRM Administrator
    Fargo Jet Center
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Outlook Contact to Dynamics 365

    Posted 6 days ago
    Jordan,

    I haven't tried it out yet, but I know when you open the Contact card in Outlook, there is a button to click on called "Categorize."  If you have the Dynamics 365 App for Outlook you should have a category option there that says "Tracked to Dynamics 365."  You may be able to configure some category tracking on the system admin side where that would come over if it doesn't automatically come over.  Like I said, this is just an idea that might get you headed in the right direction and I haven't spent much time validating it yet.  I'd be curious to know if that ends up working.  I plan to try that out and see in my dev environment when I get a chance.

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    Jonathan Blackham
    Sales Operations Specialist
    Valin Corporation
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Outlook Contact to Dynamics 365
    Best Answer

    TOP CONTRIBUTOR
    Posted 3 days ago
    @Jordan Visina if you are using Dynamics 365 App for Outlook and the latest version of Outlook, there's an add-in where you can link/track contacts from you contact list in Outlook to Dynamics 365:


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    Niels Lønberg
    Semco Maritime
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    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Outlook Contact to Dynamics 365

    SILVER CONTRIBUTOR
    Posted 3 days ago
    This is exactly what I needed. Thank you!

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    Jordan Visina
    CRM Administrator
    Fargo Jet Center
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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