Add an Outlook contact with the Add Contact Wizard

The Add Contacts Wizard helps you to create Microsoft Dynamics CRM contact records from your Outlook records.

1. If you have Outlook 2007 installed, on the CRM menu, click Add Contacts.

   - OR -

   1. If you have Outlook 2010 installed, click File. Click the CRM tab.
   2. Click Import Contacts, and then click Add Contacts.
2. Complete the wizard.

In the wizard, you must do the following to create Microsoft Dynamics CRM contact records:

• Choose the Outlook contact folder that contains the contacts that you want to add.
• Select your contacts by category A Outlook method of organizing related items by user-defined colors and names., domain The portion of an e-mail address after the @ symbol, for example, "@microsoft.com.", or the Company field.

You can also use the wizard to:

• Associate or link the new Microsoft Dynamics CRM records with existing Microsoft Dynamics CRM account records or create new account records.
• Create Microsoft Dynamics CRM records for any e-mail messages or appointments that are associated with the contacts that you are adding.

Note

In Microsoft Dynamics CRM, contacts are people and accounts are companies. If you use Outlook contacts for account information, consider using the Import Data Wizard to import those Outlook contact records as account records.