How to Create a Dynamics 365 Lead Record from Outlook Using the Dynamics 365 App for Outlook

by | Microsoft Dynamics 365

How to Create a Dynamics 365 Lead Record from Outlook Using the Dynamics 365 App for Outlook

by | Nov 26, 2019 | Microsoft Dynamics 365

Track leads without disrupting your workflow

This time in Microsoft Dynamics Support, we’ll look at how to create a lead in Microsoft Dynamics 365 Customer Engagement from Outlook.

Important Note: this article assumes that the Dynamics 365 App for Outlook has been pushed to your desktop Outlook. Click here for instructions on how to install and use the Dynamics 365 for Outlook App.

The steps below work when using either the Outlook desktop app or the web version of Outlook, also known as the Outlook Web App.

See below for full instructions:

Create a lead record in Dynamics 365 from an Outlook email

  1. Open an email from the lead you wish to track, OR create a new email and type the email address of your lead in the “To” section of the email:

2. Click on the Dynamics 365 icon at the top right to open the Dynamics 365 App for Outlook:

3. Once the Dynamics 365 side bar is open, click on the plus button next to the email address below “Unknown Recipient”:

4. Select Add as Lead:

 

5. Enter any other required or relevant information to capture the lead information properly, then click Save and Close.

Note: the fields you see might be different depending on how your Lead quick create form is set up.

6. Outlook will flash a pop-up letting you know that a record has been created in Dynamics 365. You should be able to see the Lead record in the email now:

To open your new lead record from Outlook, click on the three dots to the right of “Lead” and select View in Dynamics 365.

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Eric Anderson is the director of the Dynamics 365 practice at Azamba.

With a combined 19 years of experience as a controller, ERP consultant, professional services manager, and CRM evangelist, he strives to deliver the best-fitting solution to each company he has the pleasure to engage with.

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