Adding contacts: CRM to Outlook (Classic Outlook integration)

Before they can get synchronized, you first need to flag the CRM contacts you want to synchronize with Outlook. Note: If a synchronized CRM contact has an address that is shared by another person or company and the user changes that address in Outlook, CRM will update the shared address with the new information during Contact synchronization.

To flag CRM contacts and synchronize them with Outlook:

Click the My CRM | Contacts tab. The Contacts page is displayed.

Click Add Contacts. The Find And Add Contacts page is displayed.

Search for the contact or contacts you want to see in Outlook. For example, search for all people who work at the company Design Right Inc. A list of people matching your search criteria is displayed. They are all unselected by default.

Select any contacts you want to see in Outlook. You can use the Select/Deselect All check box to toggle all the contacts selections on or off. Note: You can sort contacts by clicking any subject heading except Remove Contact.

Click the Add Contacts button. The Contacts page is displayed, showing the contacts that you selected.

You can perform further searches to add more people to the Contacts tab.

A quick way of adding, for example, all contacts where you are the Account Manager, is to click Add Group Of Contacts. You can also add a person to the Contacts tab from the Summary tab of any person in CRM, by clicking the Add To My Contacts.
You can perform actions ( Merge to Word, Merge to PDF, New Task, Send Email, Export To File) on your Contacts list in the same way as you can for any search lists or saved searches.
If your System Administrator has disabled the Merge to Word option at a system level, the Merge to Word button isn't displayed.
You can wait until the next automatic synchronization takes place, or you can synchronize manually at this point if you want.

Click the Sync button from the Outlook ribbon to synchronize manually. A dialog box shows the synchronization status.

If the synchronization process has detected any conflicts, a dialog box is displayed allowing you to review the conflicts.

Select the Contacts folder in MS Outlook to check the people you chose from CRM are there. Contacts synchronized between CRM and Outlook are tagged in Outlook with the Category CRM Contact. This can be viewed by double clicking the contact in Outlook.

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