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Auto-populate data from an outlook email to a quick create form of contact

Posted on by 20

Hi Everyone,

As far as I am aware, we can only populate the data for the case entity, but I need to populate the data into the contact entity from the outlook email, Does this require some customization or are there other alternatives available?

Regards.

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  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: Auto-populate data from an outlook email to a quick create form of contact

    Hi AimanZakir,

    It's impossible to create new contacts with information from email automatically in outlook.

    Maybe you can try to create contact firstly, and track it to Dynamics 365, then you can use workflow/flow/js to get information from email to update the contact.

  • AimanZakir Profile Picture
    AimanZakir 20 on at
    RE: Auto-populate data from an outlook email to a quick create form of contact

    Hi Adrian,

    Thank you for your response.

    I want to auto populate the information from the email(like first name, last name, email, etc.) while creating a new contact from outlook.

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: Auto-populate data from an outlook email to a quick create form of contact

    Hi AimanZakir,

    When you receive or create an email or appointment for a new customer, you can use their email address to add them as a new contact, lead, or account in Dynamics 365. This article explains how to do this.

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