You have bunch existing contacts in your Microsoft Outlook client and you want attach these existing contacts into Accounts in [easyazon-link asin=”0470568143″ locale=”us”] Microsoft Dynamics CRM 2011 [/easyazon-link]. Here are few easy steps how to attach existing Outlook contacts to accounts in [easyazon-link asin=”0672335387″ locale=”us”] Microsoft Dynamics CRM 2011 [/easyazon-link].
- Open Outlook and go to Contacts
- Locate and group contacts by company (if you have few contacts per company)
- Now highlight the group of contacts for the company/account
- On Outlook toolbar – CRM option click on Set Parent
- Look Up Record CRM window will popup in your Outlook
- Now you can find the Account/Company in CRM where you want to attach these contacts
- Once you found your Account, there should be checkbox on and click OK
- You will see progress on your screen and see Synchronizing Microsoft Dynamics Data screen
- If no errors, status should say COMPLETE and you can click now OK to close the window
- All those contacts are now attached to this Account
- Go to CRM, search for the Account, open it and click on Contacts, you should now see all those attached contacts you just imported 🙂
[nggallery id=15]
Here is an excellent book that comes with every single possible scenario you will need in order to use the [easyazon-link asin=”1849682062″ locale=”us”] Microsoft Dynamics CRM 2011 [/easyazon-link] tool:
[easyazon-image align=”none” asin=”1435458826″ locale=”us” height=”160″ src=”http://ecx.images-amazon.com/images/I/51444NTIUnL._SL160_.jpg” width=”130″]