This task requires permissions that are found in all default security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.. More information about specific permissions and performing this task while offline: Common Task Permissions
You can create the same records in Microsoft Dynamics CRM for Outlook that you can in Microsoft Dynamics CRM by using the same familiar forms.
Start Outlook. (Microsoft Dynamics CRM for Outlook must be installed.)
If you have Outlook 2007 installed, on the CRM Toolbar, click New Record, and then click the type of record that you want to create.
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If you have Outlook 2010 installed, click the CRM tab. In the New group, click the type of record that you want to create.
Complete the form as needed.
Click Save or Save and Close.
To edit a record, in the Navigation Pane in Outlook, navigate to the area, such as Sales, where the records are located. Click Accounts or Contacts, and then open the record that you want to edit.
Note
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.
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.
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.
If your new or updated record is not a duplicate, to create the new record, click Save Record.
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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
Resolve potential duplicate records.