Create or edit a contact in Outlook

By default, new contacts that are created in Microsoft Dynamics CRM for Outlook are updated in Microsoft Dynamics CRM immediately. Outlook is updated every 15 minutes. The option to synchronize contacts is on by default. When you create a new contact, the Outlook forms open. You can decide whether an Outlook or Microsoft Dynamics CRM form opens. You can change your options in your personal options settings.

More information: Set Personal Options, Synchronizing Information

1. Start Outlook. (Microsoft Dynamics CRM for Outlook must be installed.)
2. Do one of the following:

   Create a contact in an Outlook form

   Create a contact in a Microsoft Dynamics CRM form

   Notes

   • If you delete a contact that you own in Microsoft Dynamics CRM or in Outlook, the record is not deleted in the other application. If a contact that you do not own is deleted in Microsoft Dynamics CRM, then it is deleted in Outlook.
   • Microsoft Dynamics CRM checks for duplicate records when records are created. Duplicates are not detected if you are offline. Duplicate detection Process of automatically identifying potential duplicate records. may also occur when you synchronize or go back online.

   Resolve potential duplicate records.

   When you publish a duplicate-detection rule A rule that specifies criteria for identifying a record as a duplicate., a matchcode A code that is created for every record that a duplicate-detection rule might apply to, used as part of the process of detecting duplicates. is created for every record in the matching record type for that rule. Publishing occurs in the background as a system job.

   1. To open a record to make sure it is a potential duplicate, in the Potential duplicate records list, double-click the record.
      • If the duplicate-detection rule A rule that specifies criteria for identifying a record as a duplicate. identified potential duplicate records in other record types, review records from each record type listed.
   2. If your new or updated record is not a duplicate, to create the new record, click Save Record.

      - OR -

      If your new or updated record is a duplicate, to cancel your changes, click Cancel.

   Note

   Duplicate detection can take place only if duplicate detection is enabled in Duplicate Detection Settings and if at least one duplicate-detection rule A rule that specifies criteria for identifying a record as a duplicate. exists for the record type.More information: Avoiding Duplicate Records