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Problem with adding new contacts to CRM from Outlook RRS feed

  • Question

  • Hello, we are trying to import contact data into CRM 2013 using the Outlook client. A lot of these contacts are coming through in forwarded emails and the client is not picking up the contact data correctly.

    For example, when we click the 'track' button - if the contact is not in the CRM, the small CRM window at the bottom of the email shows up in red. Then we can right-click and 'add contact' or 'add lead'. But forwarded emails don't do this? Is there a solution or are we doing it wrong?

    (We have just started using CRM and would appreciate any helpful tips!)

    Many thanks,

    Jason

    Monday, January 26, 2015 7:33 AM