Dynamics Community Forum Thread Details

Outlook Contact sync to Dynamics 365

Hello,

I am searching for a reliable solution that will allow users to move contacts from Outlook to CRM and stay connected (sync). Can anyone recommend a tool? I need to be able to report from the tool and needs to be user friendly.

report:
List of users that used the tool -- Number of contacts--- Last sync

CRM online and using office 365 online for email:

Thank you,

Dear Joseph,

Greetings!

you can use the Dynamics 365 for outlook to track all your outlook contacts in Dynamics.

You can track your Office Outlook contacts in Microsoft Dynamics 365 for Outlook. When you track a contact, a copy of that contact’s record is saved in Dynamics 365 for Outlook and synchronized with the Outlook record. After your contacts are tracked, you’ll see any Customer Engagement email, task, or appointment activities associated with those contacts. If you sync Outlook on your mobile device, you can also access your contact records on that device.

Tracking contacts in Dynamics 365 for Outlook is a manual process. You can track up to 20 contacts at one time by choosing the Track button or the Set Parent button in Dynamics 365 for Outlook. If you want to add more than 20 contacts at one time, or if you want to add all your Outlook contacts to Customer Engagement, you can use the Add Contacts wizard. The wizard can also help you set a number of options. For example, you can specify if future communications with the tracked contacts should be synchronized with Dynamics 365 for Outlook.

https://docs.microsoft.com/en-us/dynamics365/outlook-addin/user-guide/use-wizard-add-track-multiple-outlook-contacts

For automatic sync you can go with Server Side Synchronization:

https://docs.microsoft.com/en-us/power-platform/admin/connect-exchange-online#verify-you-have-the-profile-microsoft-exchange-online

Let me know if that helps you!

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