Adding Contacts: Outlook to CRM (Classic Outlook integration)

You add Outlook contacts to CRM manually with the Add Contact button. You cannot add a contact from outlook to CRM if the contact in Outlook has company information and the user does not have insert rights to the company entity in CRM. To add the contact, you must either be given rights to insert company data or you must remove the Company information from the outlook record.

If you change company information for a contact in Outlook and then synchronize with CRM, the updated company information will not be carried through to CRM. You must manually update the company information for this contact in CRM.

CRM field level security is not applied to required fields in Outlook. So, for example, if you delete the contents of a required field in an Outlook Contact and then synchronize with CRM, you will not be warned that a required field has not been populated.

Click Contacts from the Outlook Shortcuts group.

Highlight the contact you want to add to CRM.

Click the Add Contact button from the ribbon. If the Outlook contact contains a company, a dedupe is performed on the Company name. Please refer to Preventing duplicate entries for more information on handling duplicate contacts.

If a company match is detected in CRM, the list of matches is displayed and you can select a matching company by clicking it. Alternatively, if no company on the list matches the contact you're adding, you can click the Ignore Warning and Enter Company button.
If you select a company from the list of matching companies, a dedupe is then performed on the Person. Please refer to Preventing duplicate entries for more information on handling duplicate contacts. If any duplicates are detected, they are displayed. You can select a contact by clicking it. If no duplicates are detected, the new Person page is displayed in CRM within Outlook, with the existing contact details from Outlook filled in.
If a company match is not detected, or if one is detected and you click the Ignore Warning and Enter Company button, a new company (that includes the person details on the Person panel) is automatically created using the Company name from Outlook.

If the Outlook contact does not have a company associated with it, a dedupe is performed on the Person name.

If a person match is detected in CRM, the list of matches is displayed and you can select a matching person by clicking it. Alternatively, if nobody on the list matches the contact you're adding, you can click the Ignore Warning and Enter Individual button.
You can create a company for the contact in CRM by clicking New Company on the Person details page. Please refer to Adding a new company for more information on creating companies.

Click Save to save the contact in CRM. The contact is added to the Contacts tab in CRM so that it gets synchronized in the future. When a contact is added from Outlook to CRM, the Outlook plug-in will automatically run synchronization with CRM on contacts only. This is to ensure that any additional information entered in CRM is also reflected in Outlook.

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