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

Can I do this task?

If you track an e-mail message or meeting request from someone who does not already have a record in Microsoft Dynamics CRM, Microsoft Dynamics CRM or Microsoft Dynamics CRM for Outlook can automatically create a Microsoft Dynamics CRM contact or lead record using the e-mail address of the sender or meeting organizer. Contact or lead records are also automatically created from e-mail messages if the sender does not have a record in Microsoft Dynamics CRM. The e-mail address of the sender or meeting organizer is compared to the e-mail addresses in Microsoft Dynamics CRM.

Important

After you save your e-mail message as a Microsoft Dynamics CRM e-mail activity, the saved message can be accessed by anyone who has access to your activities in Microsoft Dynamics CRM.

To automatically create contact or lead records using the Microsoft Dynamics CRM Web application:

1. Click the File tab, and then click Options.
2. In the Set Personal Options dialog box, click the E-mail tab.
3. In the Automatically create records in Microsoft Dynamics CRM section, select the Create check box.
4. Select the type of records to create.

   Contacts is selected by default. If you want Microsoft Dynamics CRM to create lead records, click Leads.

5. Click OK.

To automatically create contact or lead records using Microsoft Dynamics CRM for Outlook:

1. Start Outlook. (Microsoft Dynamics CRM for Outlook must be installed.)
2. If you have Outlook 2007 installed, on the CRM menu, click Options.

   - OR -

   If you have Outlook 2010 installed, click File. Click the CRM tab, and then click Options.

3. In the Set Personal Options dialog box, click the E-mail tab.
4. In the Automatically create records in Microsoft Dynamics CRM section, select the Create check box.
5. Select the type of records to create.

   Contacts is selected by default. If you want Microsoft Dynamics CRM for Outlook to create lead records click Leads.

6. Click OK.

Notes

• While you are offline when using Microsoft Dynamics CRM for Outlook, contact and lead records are not created automatically from tracked e-mail messages or the organizer of tracked meetings. You must manually create the records.
• When Microsoft Dynamics CRM for Outlook is installed, e-mail messages, as well as contacts, appointments, and tasks, include a Microsoft Dynamics CRM pane that displays information about the sender and recipients. An icon is displayed that shows the record type of the sender and recipients in Microsoft Dynamics CRM. The pane also includes links to the parent, regarding, and related Microsoft Dynamics CRM records. Click the links to open the records in Microsoft Dynamics CRM. More information: Tracking Records