Microsoft Dynamics CRM Centro de clientes
Microsoft Dynamics CRM
Centro de clientes
 Microsoft Dynamics CRM Centro de clientes

Automatically create contacts or leads from unknown email addresses

Here's a fast way to add contacts or leads using CRM para Outlook. You can set a personal option to automatically create them when you track an email or appointment record if the email or appointment record includes an unknown email address.

  1. Open the Set Personal Options dialog box, and then choose the Email tab.

  2. Under Automatically create records in Microsoft Dynamics CRM, make sure the Create check box is selected, and then choose Contacts or Leads from the list.

Next up: Set the number of records you see in lists

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CRM for Outlook Basics

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