MCCC Knowledge Base

Importing Contacts into Dynamics CRM

2017

Importing Contacts into Dynamics CRM

Step 1: Get ready

Before you add your Outlook contacts:

  • It is recommended you move all contacts you wish to import from your Exchange Contacts into Dynamics CRM into a single folder.

  • For best results, make sure your Outlook contact data is as complete and accurate as possible. Fill in any missing info and verify that people’s names are spelled correctly.

  • Because you will have the opportunity to “map” the company names in your Outlook contact list to an account name in Microsoft Dynamics 365, make sure the accounts have the same spelling in both applications.

Step 2: Run the wizard

  1. Open Microsoft Outlook
  2. Choose File > Dynamics 365 > Import Contacts > Add Contacts .

  3. Choose Next .

  4. Confirm the folder where your Outlook contacts are stored, and then choose Next .


    Note

    • The wizard determines the folder, usually called Contacts . You can select or clear subfolders in the Contacts folder.

    • If you allow someone else to manage your email (called a “delegate”), you can’t add contacts from that person’s contacts folder.


  5. Select how to group your contacts. The groups are:

    • Company Name . Group the contacts by the matching account name in Microsoft Dynamics 365. The wizard lists the number of contacts associated with each account. Choose the link to verify the list of names for each account.

    • Email Domain . Group the contacts by email domain. The email domain is the part of the address after the @ symbol. For example, in the email address someone@contoso.com, "contoso.com" is the domain. Choose the link to verify the list of names in each domain.

    • Categories . Group the contacts by the category you use to organize contacts in Outlook, if applicable. Choose the link to verify the list of names for each category.

    If you don’t want to add all the groups, clear the check boxes to the left of any groups you don’t want.


    Note

    The Number of Contacts column displays a color to indicate how many of the contacts are already linked to Microsoft Dynamics 365:

    • Green . All of the contacts are already in Microsoft Dynamics 365.

    • Yellow . More than 50% of the contacts are already in Microsoft Dynamics 365.

    • Red . At least one contact is already in Microsoft Dynamics 365.



    Tip

    You may find that the groupings have many variations if the company names don’t match exactly. If so, it may be best to cancel the wizard, correct the company names in Outlook, and then run the wizard again.


  6. Verify that Use Company Name to be the Account is selected (recommended). Otherwise, if you want to associate an account name with each contact later in Microsoft Dynamics 365, clear this check box.

  7. Select Track all communications for added contacts to track the messages, appointments, and tasks associated with these Outlook contacts in Microsoft Dynamics 365.

  8. To manually select the accounts to associate the contacts with, choose Advanced . In the Set Account column, choose the row for the contact. From the drop-down list, select one of the following:

    • Leave the field blank ( Not Set ) to associate the contacts with an account later in Microsoft Dynamics 365.

    • Select Use Company Name to associate the contacts with a Microsoft Dynamics 365 account using the company name.

    • Select Pick Existing Account , select an account or contact, and then choose OK .

  9. In the Include Communication column, clear the check box for any grouping for which you don’t want to track email messages, appointments, or tasks in Microsoft Dynamics 365.

  10. Choose Add Contacts .

  11. Review the Summary page and view any errors, if applicable. Then choose Close .

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