Save Outlook Contacts, Tasks, and E-mail Messages as Microsoft Dynamics CRM Records

By using Microsoft Dynamics CRM for Outlook, you can save individual Outlook contacts, appointments, e-mail messages, and tasks as Microsoft Dynamics CRM records and activities and then link them to a related Microsoft Dynamics CRM record, such as a contact, account, or lead. Activities appear in the related record's list of activities.

You can also set options to determine how incoming e-mail is handled.

Save and link Outlook contacts in Microsoft Dynamics CRM

Save and link Outlook tasks and appointments in Microsoft Dynamics CRM

Save and link Outlook e-mail messages as Microsoft Dynamics CRM e-mail activities

Automatically track and save incoming e-mail as Microsoft Dynamics CRM e-mail activities

Automatically create Microsoft Dynamics CRM contact and lead records from e-mail messages and meeting requests