Importing Outlook Contacts into Microsoft CRM Online using Add Contacts Wizard

I often get asked what is the best way to import existing Outlook Contacts to Microsoft Dynamics CRM.  If you are using Microsoft CRM Online then one of the best options is to use the built-in “Add Contacts Wizard”.  Here is the link to the How To: Importing Outlook Contacts into Microsoft Dynamics CRM Online using Add Contacts Wizard article written by one of our consultants detailing the steps and our deployment approach.

Also, here are some useful links that I often reference regarding Microsoft CRM Outlook:

CRM-Outlook Field Mappings

Propagating Deletes on Items Synched between Microsoft CRM and Outlook

Synchronizing CRM Contacts I do NOT own to my Outlook

Duplicate Detection in Outlook

Enjoy!

Contact me if you need help with your Microsoft CRM.  Free Estimate.

About Frank Lee

Microsoft Dynamics 365 CRM/xRM consultant in San Francisco, USA.  Awarded the Microsoft MVP (Dynamics 365/CRM) 12 consecutive years from 2006 to 2018. Actively involved with Microsoft Dynamics CRM implementations since Microsoft CRM v1.0 beta (2002). Super passionate about everything CRM, especially in the areas of Cloud Computing, A.I., Digital Transformation and Automation.
This entry was posted in CRM Online, Microsoft CRM Outlook Client, Outlook Contact Import. Bookmark the permalink.

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