web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Syncing Outlook Contac...
Microsoft Dynamics CRM (Archived)

Syncing Outlook Contacts to CRM

(0) ShareShare
ReportReport
Posted on by Community Member

I'm having trouble finding information on how to sync existing Outlook contacts to CRM as CRM contacts. I am using CamCard and ScanBizCards for our sales team, and they ideally want to scan a business card, scan it, and have it "automatically" ( or close to automatically) sync to CRM as a new contact in the CRM system. I know the Sync with CRM button goes from CRM -> Outlook but how do I get it to work the opposite way as well?

I was reading this post - https://community.dynamics.com/crm/f/117/t/147539 - but I need more information on the 4th step of that last post. I also heard its possible to have folders that auto sync contacts to CRM, is this true?

Thank you.

Paul

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    Yep in CRM 2015 - Folders in Outlook can automatically sync to CRM records.

    Here's a good blog post on it

    blog.sonomapartners.com/.../dynamics-crm-2015-outlook-and-sync-enhancements.html

    I also believe that Outlook settings can force contacts through into CRM.

  • Suggested answer
    Hamzeh Zawahreh Profile Picture
    Hamzeh Zawahreh 3,674 on at

    dear paldrich87

    see this link:

    www.microsoft.com/.../track-outlook-email-by-moving-it-to-a-tracked-exchange-folder.aspx

  • Community Member Profile Picture
    Community Member on at

    Jonathan

    What specific part of that document is what I should be looking for? I didn't see anything that seemed relevant. Can you write out the instructions?

  • Community Member Profile Picture
    Community Member on at

    Hamzeh,

    This link seems to describe how to setup a folder that will track stuff for one contact. I am saying, I need a way to setup a folder, where if I add a contact to it and hit Sync with CRM (or something), it will create a new  contact in CRM using that Outlook contact's information.

  • Verified answer
    Community Member Profile Picture
    Community Member on at

    There's no way to do folder synch for Contacts right now. To copy a Contact from Outlook to CRM use the "Track" button, or "Set Parent" to link to an Account.

    You can also multi-select and use these buttons (only use multi-select and Set Parent to link a bunch of Contacts to the same Account).

  • Community Member Profile Picture
    Community Member on at

    Adam,

    That seems to be what I am looking for! Thanks!

    Thanks,

    Paul

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans