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Search took 0.01 seconds. Search: Posts made by: Janet M

Forum: Outlook - Using Contacts

October 7th 08, 01:40 PM Posted to microsoft.public.outlook.contacts

Replies: 3

Save an Outlook Contact as a lead in CRM

Views: 438

Posted By Janet M

Save an Outlook Contact as a lead in CRM

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...

Forum: Outlook - Using Contacts

October 6th 08, 08:51 PM Posted to microsoft.public.outlook.contacts

Replies: 3

Save an Outlook Contact as a lead in CRM

Views: 438

Posted By Janet M

Save an Outlook Contact as a lead in CRM

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,...

Showing results 1 to 2 of 2

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