locked
Contacts can be entered through CRM application or imported through MS Outlook RRS feed

  • Question

  • Hi,

    I am Sudhakar.My requirement is "Contacts can be entered through CRM application or imported through MS Outlook" .  We can do it contacts can be entered throough in CRM application.But how we can entered through MS outlook? If anybody please share me the exact solution to fulfill this requirement.

    I am looking forward your's valuable response.

    Response,

    Sudhakar

     

     

    Thursday, October 14, 2010 8:18 PM

Answers

  •  If you are using outlook client for your crm, then go to contacts folder in outlook and select the records which you want to include in the crm and click on "Track in CRM". The selected records will be copied to the CRM and will be in sync with outlook. Whenever you modify the contacts in the outlook then those will be synchronized to the CRM.

    Or else if you are trying to import existing outlook contacts to the dynamics crm then below steps will do that


    Export From Outlook

    1.Launch Outlook. Click on the "File" menu, and select "Import/Export."

    2.Click on "Export to a file." Click "Next."

    3.Click on "Comma Separated Values (DOS)," and click "Next." Click "Yes" to install this feature if it hasn't been installed yet.

    4.Click on the folder that contains your contacts in the "Select folder to export from" list. Click "OK," then click "Finish."

    Import to Microsoft Dynamics CRM

    1.Launch Microsoft Dynamics CRM 4.0.

    2.Click on the "Tools" menu, and select "Import Data."

    3.Click the "Browse" button, and navigate to the CSV file you exported from Outlook. Select it, and click "Open." Click "Next."

    4.Follow the on-screen instructions in the "Import Data Wizard" until the import is complete.

    Below link helps you

    http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/outlookimport.aspx

    Thanks

    Vicky

    "Please Mark it as answer if it helps you"

    http://howto-mscrm.blogspot.com/

    Thursday, October 14, 2010 8:37 PM

All replies

  • Contacts can be promoted to CRM with the CRM for Outlook client, up to 20 at a time (this is a hard-coded limit of the CRM for Outlook client).  There is a "Track in CRM" action available from both the Contact record when open, and from the CRM for Outlook menu bar.  Either of these will allow you to push a Contact from Outlook into CRM.

    Please note, however, that there have been reported issues in the past regarding records with duplicate email addresses, or Contacts that appear to disappear from CRM (which have been pushed in this way).  I believe Microsoft is continuing to address these issues with Update Rollup packages, and I believe it's generally recommended to use the most recent Update Rollup on your CRM environment before starting this process.

    Any troubles you encounter should be documented in the CRM forums and through various sites on the Internet.


    Dave Berry - MVP Dynamics CRM - http:\\crmentropy.blogspot.com
    Thursday, October 14, 2010 8:32 PM
    Moderator
  •  If you are using outlook client for your crm, then go to contacts folder in outlook and select the records which you want to include in the crm and click on "Track in CRM". The selected records will be copied to the CRM and will be in sync with outlook. Whenever you modify the contacts in the outlook then those will be synchronized to the CRM.

    Or else if you are trying to import existing outlook contacts to the dynamics crm then below steps will do that


    Export From Outlook

    1.Launch Outlook. Click on the "File" menu, and select "Import/Export."

    2.Click on "Export to a file." Click "Next."

    3.Click on "Comma Separated Values (DOS)," and click "Next." Click "Yes" to install this feature if it hasn't been installed yet.

    4.Click on the folder that contains your contacts in the "Select folder to export from" list. Click "OK," then click "Finish."

    Import to Microsoft Dynamics CRM

    1.Launch Microsoft Dynamics CRM 4.0.

    2.Click on the "Tools" menu, and select "Import Data."

    3.Click the "Browse" button, and navigate to the CSV file you exported from Outlook. Select it, and click "Open." Click "Next."

    4.Follow the on-screen instructions in the "Import Data Wizard" until the import is complete.

    Below link helps you

    http://rc.crm.dynamics.com/rc/regcont/en_us/op/articles/outlookimport.aspx

    Thanks

    Vicky

    "Please Mark it as answer if it helps you"

    http://howto-mscrm.blogspot.com/

    Thursday, October 14, 2010 8:37 PM
  • Thank u very much Vicky.Because i have finished my requirement using your answer.

    But I have got one more requirement .Please share me your ideas and share any code for the following requirement.

    Req

    "Converting opportunity into order"

     

    Regards,

    Sudhakar

    Saturday, October 16, 2010 5:46 PM