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is there a way to push dynamics sales contacts to outlook email

Posted on by 60

Hello,

is there a way to push dynamics sales contacts to outlook email. I know we can do it vise versa but i'm asking about existing contacts to Outlook.

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  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: is there a way to push dynamics sales contacts to outlook email

    Hi Partner,

    Yes, new contacts can be synced to outlook automatically.

    Please refer to the following link for more details::

    https://learn.microsoft.com/en-us/dynamics365/outlook-addin/user-guide/track-outlook-contacts 

    pastedimage1675392045692v1.png

  • Suggested answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,498 Super User 2024 Season 2 on at
    RE: is there a way to push dynamics sales contacts to outlook email

    Hi Mohammad,

    If you follow the steps described by Leah, If you will create a new contact in Dynamics 365 that will be created in Outlook. And, if you create a contact in Outlook, that will be created in Dynamics 365.

    So, if you want to migrate all existing (old) contacts into Outlook just follow the forst response and to activate the synchronisation for your future contact, you can follow the steps listed by Leah.

    Hope that's helpful for you

  • Mohammad Altran Profile Picture
    Mohammad Altran 60 on at
    RE: is there a way to push dynamics sales contacts to outlook email

    I have a question, when i follow the steps above, what will happen when i create a new contact? is it going to sync the contact details to my Outlook contacts?

  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: is there a way to push dynamics sales contacts to outlook email

    Hi partner,

    Dynamics 365 sync the AppointmentsContacts, and Tasks with outlook 365 

    You can set up Server Side Synchronization:

    pastedimage1675309429305v3.png

    Dynamics 365 apps admins can enable synchronization using Settings > Administration > System Settings > Synchronization.

    pastedimage1675308357472v1.png

    Deploy dynamics 365 app for outlook: https://learn.microsoft.com/en-us/dynamics365/outlook-app/deploy-dynamics-365-app-for-outlook 

    Then test your mailbox, check if the 'Appointments, Contacts, and Tasks Status' is Success.

    pastedimage1675309148947v2.png

    And open your personal settings, under Synchronization tab, click filters.

    image

    Check if 'My Outlook Contacts' is Activate, then open it and check the condition filter.

    image

  • Suggested answer
    Mohamed GRAIB Profile Picture
    Mohamed GRAIB 2,498 Super User 2024 Season 2 on at
    RE: is there a way to push dynamics sales contacts to outlook email

    Hi Mohammad,

    For existing contacts, you can export them in a csv file and then import themin outlook. 

    You can follow these steps :

    1. Navigate to contacts menu in outlook 

    pastedimage1675278378465v1.png

    2. Navigate to manage Contacts 

    pastedimage1675278411744v2.png

    3. Click on Import contacts 

    pastedimage1675278440373v3.png

    Hope that's helpful for you. 

    Please mark the answer as verified if that's answer to your question 

    Regards, 

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