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MS CRM Tips & Tricks

How about this for a smart way to create CRM contacts from an email in Outlook?

Drag and drop the email with contact you wish to create over the Outlook Contacts tab.

The new Outlook contact form will appear with the contact details from the email pre-filled.  NB The email body is copied to the notes – you may/may not want this so just delete it if you don’t.

If you click Save & Close at this point you will have a new Outlook contact created but this contact wont exist in CRM.  To add the contact to CRM, click the Track in CRM button in the Contact form ribbon bar.

Thanks to AC for this tip.


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