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

by | Microsoft Dynamics Support

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

by | Dec 12, 2019 | Microsoft Dynamics Support

Track contacts without disrupting your workflow

This time in Microsoft Dynamics Support, we’ll look at how to create a contact record 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 contact in Dynamics 365 from an Outlook email

1. Open an email from the contact you wish to track, OR create a new email and type the email address of your new contact 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 Contact:

 

5. Enter any required or relevant information to capture the contact information properly in the Quick Create form on the right side of your screen. Some fields, like “Email” may automatically populate. When you are finished, click Save and Close:

Note: the fields you see might be different depending on how your Contact 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 Contact record in the email now:

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

This will open Dynamics 365 and the corresponding Contact record:

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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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