Import new contacts from Outlook, Excel, LinkedIN

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Posted on by jp12345678

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Hello.

Company wants to import additional contacts into CRM because some of the contacts are not there yet. Sales Managers have contacts in different sources: Outlook, Excel and LinkedIN (there might be more). What would be the best way (least manual effort) to import these additional contacts to CRM?

Is it a good idea to export Contacts data template from CRM and add contacts to that template from different sources and then import the template back to CRM?

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Hi JP,

You can import contacts direct from Excel into Dynamics,

www.microsoft.com/.../import-contacts.aspx

You can also import contacts direct from Outlook using the free outlook crm plugin.

www.microsoft.com/.../details.aspx

You can then use this to import LinkedIn contacts

www.linkedin.com/static

Hope this helps

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