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When I try to create a new contact from an account within CRM 2011 Outlook Client

Question
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Hi. When I try to create a new contact from an account record within the CRM 2011 Outlook client, I am getting a screen to create a new Outlook contact NOT a new CRM contact.
Is there a setting somewhere that I need to change?
Thanks.
Rick Bellefond
RB Data Services
www.rbdata.comSaturday, October 1, 2011 7:31 AM
Answers
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Hi,
In CRM 2011by default CRM for Outlook uses Outlook form for entities including Contact, Task, Appointment and Email. If you want to use the CRM form for Contacts then you may need to change it form the CRM Outlook options. In Outlook go to File->CRM->Options->General (Tab), check Contact checkbox in Select which form to use section
Jehanzeb Javeed
http://worldofdynamics.blogspot.com
Linked-In Profile |CodePlex Profile
If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".- Proposed as answer by Jehanzeb.Javeed Saturday, October 1, 2011 7:34 PM
- Marked as answer by Rick Bellefond Sunday, October 2, 2011 1:29 AM
- Edited by Jehanzeb.Javeed Sunday, October 2, 2011 5:05 AM Type Error Corrected
Saturday, October 1, 2011 7:33 PM
All replies
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Hi,
In CRM 2011by default CRM for Outlook uses Outlook form for entities including Contact, Task, Appointment and Email. If you want to use the CRM form for Contacts then you may need to change it form the CRM Outlook options. In Outlook go to File->CRM->Options->General (Tab), check Contact checkbox in Select which form to use section
Jehanzeb Javeed
http://worldofdynamics.blogspot.com
Linked-In Profile |CodePlex Profile
If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".- Proposed as answer by Jehanzeb.Javeed Saturday, October 1, 2011 7:34 PM
- Marked as answer by Rick Bellefond Sunday, October 2, 2011 1:29 AM
- Edited by Jehanzeb.Javeed Sunday, October 2, 2011 5:05 AM Type Error Corrected
Saturday, October 1, 2011 7:33 PM -
Hi Jehanzeb,
That was exactly the setting that I was trying to find.
That is different from the way it was in CRM 4.0.
Thanks.
Rick Bellefond
RB Data Services
www.rbdata.comSunday, October 2, 2011 1:33 AM -
Exactly what i was looking for too. Now... is there a way to change this globally for all users without modifying the database directly?Tuesday, November 22, 2011 6:44 PM
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Hi,
I am also searching for the same, is there a way to change this globall for all users.
Thanks
srinivas
srinivas
Wednesday, February 8, 2012 10:08 AM