Auto Creation of CRM Leads or Contacts direct from Outlook Emails and Meeting Requests

Auto Creation of CRM Leads or Contacts direct from Outlook Emails and Meeting Requests

We are often asked whether it is possible to create Contact or Lead records directly within CRM from incoming emails or meeting requests? Well with Dynamics CRM 2011 you are able to do exactly that, without any manual intervention.

Dynamics CRM 2011 now has a personal setting that gives you the the ability to automatically create records of recipients from email or meeting requests.

Let us show you where this option is and how we can change it, if we need to.

  1. Go to File > CRM > OPTIONS
  2. This will open the following view
  3. Click on Email tab
  4. Ensure “create” field under Automatically create records in Microsoft Dynamics CRM section is ticked. As you can see the record type is “Contact”, meaning that CRM will automatically create a Contact record of the sender.  There is also the option to create a Lead, if that is more appropriate.

This shows how CRM can you save you a lot of time and effort by eliminating the need for manual tracking and creating Leads or Contacts records.

If you require any further assistance with Dynamics CRM (all versions) contact the CRM experts at Focus.

admin

Comments are closed.