Create a contact in an Outlook form

1. Open the item that you want to use to create a contact record.
2. If you have Outlook 2007 installed, on the CRM Toolbar, click New Record, and then click Contact.

   - OR -

   If you have Outlook 2010 installed, click the CRM tab. In the New group, click Contact.

3. Populate the fields as needed.

   The contact is automatically tracked in Microsoft Dynamics CRM.

4. To select a parent or account record to link to this contact, in the CRM group, click Set Parent. Click the type of record that you want to link. Click the record that you want to link, and then click OK.
5. Click Save or Save and Close.

   The contact appears in your Microsoft Dynamics CRM Contacts folder in Outlook. If you chose to track it, the contact also appears in the Microsoft Dynamics CRM Contacts area.

   When you create the contact, you type a full name. When the contact is saved in Microsoft Dynamics CRM, the name is separated into the first name and last name.

In Outlook, to open the Microsoft Dynamics CRM contact record, click the link in the Microsoft Dynamics CRM pane. Or, in the CRM group, click View in CRM.

The new contact is copied to the Microsoft Dynamics CRM server immediately.

Whether or not the Outlook Company field is copied to the Parent field is an option set by your organization and in your personal options.