Hello, good day to you, I am using hotmail account through the outlook express. Now I want to do the projects using outlooks. I have some contact information. So now I want outlook import crm contacts. Please tell me how to import it correctly. Thanks.
Want to import crm contacts into outlook
Hello,
For you to import contacts or any other information from CRM to Outlook, you will need to activate synchronization by setting synchronization options on the CRM client for Outlook.
1. Start Outlook with the Microsoft CRM client for Outlook installed.
2. On the CRM menu, click Options.
3. In the Set Personal Options dialog box, on the Synchronization tab, you can select which record types are synchronized
Regards, Michael
