Set address book options in Microsoft Dynamics CRM for Outlook

Can I do this task?

You can link e-mail messages to contacts and other Microsoft Dynamics CRM record types based on the names and e-mail addresses that are in your Outlook address book A collection of names and e-mail addresses. The Microsoft Dynamics CRM address book is part of the collection of address books in the Microsoft Office Outlook Address Book, which can be used to address e-mail messages..

When you send or receive an e-mail message, the names and e-mail addresses in the From and recipient fields are compared to the names and e-mail addresses in the Microsoft Dynamics CRM record types that you select. If there's a match, the e-mail messages are included as an activity for the records.

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 Address Book tab.

   This tab is not available in the Web application The version of Microsoft Dynamics CRM that works in Microsoft Internet Explorer..

4. For Contacts, choose whether names and e-mail addresses from the address book are compared to some or all of your Microsoft Dynamics CRM contacts.
   • Match only against contacts synchronized to Microsoft Dynamics CRM

     This option is selected by default. If you want to link e-mail messages to the Microsoft Dynamics CRM contact records that you have chosen to synchronize and also match a name or e-mail address in your address book, leave this option selected. More information: Choose the types of Microsoft Dynamics CRM records and other items that synchronize with Outlook

   • Match all contacts in Microsoft Dynamics CRM

     Click this option if you want to link e-mail messages to any Microsoft Dynamics CRM contact record that also matches a name or e-mail address in the address book.

5. For Other record types, choose whether you want to link e-mail messages to other record types if the names and e-mail addresses in the other record types match those in the address book. Also choose the types of records.
   1. If you do not want to link e-mail messages to other record types:
      • Click Do not match.

      - OR -

      If you do want to link e-mail messages to other records types:

      • Click Match only the items I own.

        - OR -

      • Click Match all items in Microsoft Dynamics CRM.
   2. In the Change the record types being synchronized to your Address book box, click the Select or change the values for this field button . Add or remove record types, and then click OK.
6. To save your changes and close the dialog box, click OK.