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Then I would post to a news group that supports the product and ask them why
that option does not exist. It is a problem that they would have to solve - Outlook cannot create a lead if the application won't allow it. -- 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: | 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. |
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