Here is what the CRM help files say you can do: "By using Microsoft Dynamics
CRM for Outlook , you can save individual Outlook contacts, appointments,
e-mail messages, and tasks as Microsoft Dynamics CRM records and activities
and then link them to a related Microsoft Dynamics CRM record, such as a
contact, account, or lead." But, when you actually follow the instructions,
the only options available are setting the contact up in CRM as an Account or
a Contact. Lead is not available as one of the options.
Janet M.


"Milly Staples [MVP - Outlook]" wrote:

What does the CRM help files have to say about making imported contacts
leads?

--
Milly Staples [MVP - Outlook]

Post all replies to the group to keep the discussion intact.
How to ask a question: http://support.microsoft.com/KB/555375


After furious head scratching, Janet M asked:

| I have some Outlook Contacts that I would like to get into CRM as
| Leads.
| From Outlook I am able to click on "Track in CRM" and choose either
| "Account" or "Contact" to get them into CRM. However, Lead is not an
| option listed under the Track in CRM button. Is it possible to
| easily convert these Outlook Contacts to CRM Leads?
|
| Thank you for your help.