Attach Outlook contacts to Account in MS CRM 2011

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 🙂

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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:

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