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Import Outlook Contacts as Leads RRS feed

  • Question

  • I need to Import Outlook Contacts as CRM Leads. Is there a porcess for this?
    Tuesday, May 19, 2009 10:30 PM

Answers

  • Hi Puneet,
        
       a33ik is correct. You cannot directly convert a contact from outlook into a lead. The reason for this is because in MS CRM contacts are created from "Qualified Leads". Therefore the application does not provide a direct way to convert an outlook contact to lead. You can if you want convert a an email to a Lead. Please see the thread http://social.microsoft.com/Forums/en-US/crm/thread/5a08b7ed-54f6-4cc4-a042-69bec6fa32ef.

    If your outlook contains information that is not in MS CRM and you would like to move this information into the leads entity, you can export your Outlook contacts into a CSV file and then import the information as Leads into MS CRM.

    Hope this helps.

    Hassan.


    Hassan Hussain | http://hassanhussain.wordpress.com/
    • Proposed as answer by Hassan Hussain Wednesday, May 20, 2009 5:21 AM
    • Marked as answer by PuneetBhasin Wednesday, May 20, 2009 1:02 PM
    Wednesday, May 20, 2009 5:20 AM
  • Hi.

    There are no such inbox functionality.
    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    Wednesday, May 20, 2009 4:44 AM
    Moderator
  • If your outlook contains information that is not in MS CRM and you would like to move this information into the leads entity, you can export your Outlook contacts into a CSV file and then import the information as Leads into MS CRM.

    Hassan Hussain | http://hassanhussain.wordpress.com/
    I've done the above numerous times with my CRM users - it's not the easiest to explain to them that there is no native way of doing this other than exporting and re-importing.
    • Marked as answer by PuneetBhasin Wednesday, May 20, 2009 1:02 PM
    Wednesday, May 20, 2009 6:17 AM
  • I'm afraid there isn't Alex.

    Hassan.

    Hassan Hussain | http://hassanhussain.wordpress.com/
    • Marked as answer by PuneetBhasin Wednesday, May 20, 2009 1:02 PM
    Wednesday, May 20, 2009 9:27 AM
  • Duplicates in CRM you can deal with using the duplicate tools or Advanced Find and deleting 250 at a time but that's about as good as it gets. There is also a bulk delete tool but I haven't used that much yet so I'll let others comment in that regard.

    If you get duplicates in Outlook because of reimporting into CRM, I still believe the best option is sorting by icon and then mass-deleting in Outlook.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    Sunday, May 24, 2009 8:17 PM

All replies

  • Hi.

    There are no such inbox functionality.
    Truth is opened the prepared mind My blog - http://a33ik.blogspot.com
    Wednesday, May 20, 2009 4:44 AM
    Moderator
  • Hi Puneet,
        
       a33ik is correct. You cannot directly convert a contact from outlook into a lead. The reason for this is because in MS CRM contacts are created from "Qualified Leads". Therefore the application does not provide a direct way to convert an outlook contact to lead. You can if you want convert a an email to a Lead. Please see the thread http://social.microsoft.com/Forums/en-US/crm/thread/5a08b7ed-54f6-4cc4-a042-69bec6fa32ef.

    If your outlook contains information that is not in MS CRM and you would like to move this information into the leads entity, you can export your Outlook contacts into a CSV file and then import the information as Leads into MS CRM.

    Hope this helps.

    Hassan.


    Hassan Hussain | http://hassanhussain.wordpress.com/
    • Proposed as answer by Hassan Hussain Wednesday, May 20, 2009 5:21 AM
    • Marked as answer by PuneetBhasin Wednesday, May 20, 2009 1:02 PM
    Wednesday, May 20, 2009 5:20 AM
  • If your outlook contains information that is not in MS CRM and you would like to move this information into the leads entity, you can export your Outlook contacts into a CSV file and then import the information as Leads into MS CRM.

    Hassan Hussain | http://hassanhussain.wordpress.com/
    I've done the above numerous times with my CRM users - it's not the easiest to explain to them that there is no native way of doing this other than exporting and re-importing.
    • Marked as answer by PuneetBhasin Wednesday, May 20, 2009 1:02 PM
    Wednesday, May 20, 2009 6:17 AM
  • I'm afraid there isn't Alex.

    Hassan.

    Hassan Hussain | http://hassanhussain.wordpress.com/
    • Marked as answer by PuneetBhasin Wednesday, May 20, 2009 1:02 PM
    Wednesday, May 20, 2009 9:27 AM
  • So now i have to go deal with a CEO. !
    Wednesday, May 20, 2009 1:02 PM
  • Importing as leads also is problematic. Once you get the leads in there, if you convert them and sync them back to Outlook, it will not realise it is already in Outlook and it will create a duplicate record.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    • Proposed as answer by Leon TribeMVP Saturday, May 23, 2009 11:46 AM
    Saturday, May 23, 2009 11:46 AM
  • Importing as leads also is problematic. Once you get the leads in there, if you convert them and sync them back to Outlook, it will not realise it is already in Outlook and it will create a duplicate record.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog

    What is the best way to deal with the duplicate issue? I have lots of duplicates in my CRM.
    Sunday, May 24, 2009 7:24 PM
  • Duplicates in CRM you can deal with using the duplicate tools or Advanced Find and deleting 250 at a time but that's about as good as it gets. There is also a bulk delete tool but I haven't used that much yet so I'll let others comment in that regard.

    If you get duplicates in Outlook because of reimporting into CRM, I still believe the best option is sorting by icon and then mass-deleting in Outlook.

    Leon Tribe
    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/
    Sunday, May 24, 2009 8:17 PM