[Applies to: Microsoft Dynamics CRM 4.0]

Add an Outlook contact with the Add Contact wizard

The Add Contacts Wizard helps you create Microsoft Dynamics CRM contact records from your <ms_outlook> records. In Microsoft Dynamics CRM, contacts are people and accounts are companies. If you use Outlook contacts for account information, consider using the Import Data Wizard to import those records into account records.

1. In Outlook, on the CRM menu, click Add Contacts.
2. The Add Contacts Wizard will guide you through:
   • Choosing which Outlook contact folder to select contacts from.
   • Selecting your contacts either by category A Outlook method of organizing related items by user-defined colors and names., domain The portion of an e-mail address after the @ symbol, for example, "@microsoft.com.", or the Company field.
   • Choosing whether to associate the new CRM records with existing CRM account records or create placeholder account records.
   • Choosing whether to create CRM records for any e-mail messages or appointments associated with the contacts you are adding.
3. Complete the wizard.