This task requires permissions that are found in all default security roles Defined sets of privileges.The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system.. More information about specific permissions and performing this task while offline: Common Task Permissions
You can save Outlook contacts as new Microsoft Dynamics CRM Online contacts. You can link the newly saved record to another Microsoft Dynamics CRM Online record, such as an account or contact.
Start Outlook. (Microsoft Dynamics CRM Online for Outlook must be installed.)
In the Outlook contacts folder, select up to 20 contacts.
On the Microsoft Dynamics CRM toolbar, click Track in CRM.
In the Outlook Contacts folder, the icons beside the records change to the Tracked in CRM icon . The contacts appear in the Contacts area in Microsoft Dynamics CRM Online.
To add additional information to the Contact form, open the Outlook item, and then on the Microsoft Dynamics CRM toolbar, click View in CRM. The Microsoft Dynamics CRM Online contact record form opens.
Do one of the following to locate and select a parent record to link to this record:
In Microsoft Office Outlook 2003, click Regarding.
In Microsoft Office Outlook 2007, click Set Parent or Set Regarding.
Click Regarding, Set Regarding, or Set Parent first, and Track in CRM is automatically activated.
Duplicate detection Process of automatically identifying potential duplicate records. identifies duplicate records when a record is tracked. Duplicate detection may occur when you synchronize or go back online.
If the system detects that your record might be a potential duplicate, instead of saving the record, you'll see the Duplicates Detected dialog box.
To open a record to make sure it is a potential duplicate, in the Potential duplicate records list, double-click the record.
If the duplicate-detection rule A rule that specifies criteria for identifying a record as a duplicate. identified potential duplicate records in other record types, review records from each record type listed.
If your new or updated record is not a duplicate, to create the new record, click Save Record.
- OR -
If your new or updated record is a duplicate, to cancel your changes, click Cancel.
If you enter a duplicate record within a few minutes of entering the first record, Microsoft Dynamics CRM Online will not detect the duplicate record. The matchcodes Codes created for every record that a duplicate-detection rule might apply to, used as part of the process of detecting duplicates. for new and updated records are created every five minutes, rather than as a record is created.
Duplicate detection can take place only if duplicate detection is enabled in Duplicate Detection Settings and if at least one duplicate-detection rule A rule that specifies criteria for identifying a record as a duplicate. exists for the record type.More information: Avoiding Duplicate Records
In Microsoft Office Outlook 2007, you can remove the link and delete the corresponding record in Microsoft Dynamics CRM Online. Click Track in CRM, and then in the confirmation message, click Yes.
The Company field in an Outlook contact is not automatically added to the parent account An account record associated with one or more other account records. of the new Microsoft Dynamics CRM Online contact. More information: Set Personal Options