One of the ways you can import data into Dynamics CRM is using the add contacts wizard in Outlook. This tracks contacts from Outlook using the Dynamic CRM Outlook client.
Here are the steps for adding contacts using the add contacts wizard in Outlook:
- To navigate to the wizard, in the Outlook client, navigate to the Dynamics CRM Options. Click File, CRM, Import Contacts, and Add Contact Wizard.
- Click Next in the dialog box. The wizard will analyze your contacts and present some results. You will need to choose the group type and groupings.
- Click Add Contacts. This will import your Outlook contacts according to your specifications.