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Outlook App - Adding Contacts to CRM

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  • 1.  Outlook App - Adding Contacts to CRM

    Posted Jun 01, 2020 07:04 PM
    When we add a contact from an email, not all of the required fields in CRM are available to edit within the plugin. Do you think that's something we can fix on the backend or is that just what the plugin gives us? I.e. Country Code etc


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    CRM NEWB - Angie
    Burbank
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    Academy - Online Interactive Learning from Experts


  • 2.  RE: Outlook App - Adding Contacts to CRM
    Best Answer

    Posted Jun 02, 2020 02:11 AM

    Hi Angie,

    Dynamics 365 for outlook uses "Contact Quick Create" from for creating contacts. Include your required fields in the form to get that available in Outlook.

    Note: this quick create form is common for whole organisation.



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    Ramesh Nagapuri
    Heart Foundation
    Melbourne
    https://www.linkedin.com/in/nrameshgoud
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    Academy - Online Interactive Learning from Experts


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