Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

to the Track in CRM button . The contact is saved as a Microsoft Dynamics CRM contact andappears in the Microsoft Dynamics CRM Contacts area.When the contact was entered, the full name of the contact was used. When the record is savedto Microsoft Dynamics CRM, the name is separated into the first name and last name.To open the Microsoft Dynamics CRM contact to add or edit information, such as activities and addresses,click View in CRM. The new contact is copied to the Microsoft Dynamics CRM server immediately. Whetheror not the Outlook Company field is copied to the Parent field is an option set by your organization. Formore information, contact your system administrator.Create a contact in a Microsoft Dynamics CRM formIf you have selected to not synchronize contacts, these contacts only appear in the Microsoft DynamicsCRM folders in Outlook.You can edit a contact by following steps 1 and 2 to navigate to the My Work area in Microsoft DynamicsCRM for Outlook. Then, open the record you want to edit.1. In the Outlook Navigation Pane, under Microsoft Dynamics CRM, expand Workplace.2. Under My Work, click Contacts.3. On the Actions menu, click New.4. On the General tab, you must enter the following information.Last NameThe last name of the contact is the minimum amount of information required.First NameEnter the contact's full first name. Nicknames can be entered on the Notes tab.5. You can enter more information on these tabs:On the Details tab, you can enter information about the contact's role in their companyand personal information about them.On the Administration tab, you can change the owner of this contact. You can also enterbilling information; the preferred method of contact (such as by e-mail or phone); andwhether or not they want to receive marketing material.On the Notes tab, click Click here to enter a new note, and add the information thatapplies to your record.6. Click Save or Save and Close.Resolve potential duplicate records.1. If the system detects that your record might be a potential duplicate, instead ofsaving the record, you'll see the Duplicates Detected dialog box.2. To open a record to make sure it is a potential duplicate, in the Potentialduplicate records list, double-click the record.If the duplicate-detection rule identified potential duplicate records in otherrecord types, review records from each record type listed.3. If your new or updated record is not a duplicate, to create the new record, click426 Microsoft Dynamics CRM 4.0 User’s Guide