How and Why to Promote your Outlook Contacts to Dynamics CRM

This is the second in a series of recorded sessions on realizing business value from the Dynamics CRM Outlook client. Here I focus on how to promote standalone Outlook contact records to Dynamics CRM, and how to work with the subsequently synchronized records. 

If you’ve got Outlook users, you’ve got contact records locked away on desktops that should be shared and cared for in your CRM. The Outlook client gives you a great way to get this done:

When it comes to mail merge in Dynamics CRM 4, the Outlook client is your best option.

Here’s a “ten-minute tip” video on the topic I posted on YouTube. I hope you learn something from it, and let me know if you have any questions.