Today’s guest blogger is CRM MVP Frank Lee from Workopia. Here he talks about Importing Outlook Contacts.
I often get asked what is the best way to import existing Microsoft Outlook Contacts to Microsoft Dynamics CRM. If you are using Microsoft CRM Online then one of the best options is to use the built-in “Add Contacts Wizard”. Check out the How To: Importing Outlook Contacts into Microsoft Dynamics CRM Online using Add Contacts Wizard article written by one of our consultants detailing the steps and our deployment approach.
Also, here are some useful links that I often reference regarding the built-in integration between Microsoft Outlook and Microsoft Dynamics CRM:
- CRM-Outlook Field Mappings
- Propagating Deletes on Items Synched between Microsoft Dynamics CRM and Outlook
- Synchronizing CRM Contacts I do NOT own to my Outlook
- Duplicate Detection in Outlook