How to Import Outlook Contacts to Dynamics 365? Steps
Published: April 29th, 2024 • 6 Min Read
In this digital world, we stay connected with different platforms to ease our productivity. Outlook is an email management software built for both personal and professional purposes. Outlook has several features such as email collaboration, task, contacts, calendar, etc.
Moreover, some businesses use Dynamics 365 as a CRM solution which is a cloud-based suite of enterprise resource planning and customer relationship management. Understanding the importance of D365, sometimes it becomes necessary to import Outlook contacts to Dynamics 365 CRM.
In the post, we will show you 2 simple manual and professionally verified methods using which anyone can easily sync Outlook contacts to Dynamics 365 to get all their Outlook contacts into their Dynamics 365 account.
Why Sync Outlook Contacts to Dynamics 365?
- By adding Outlook contacts to D365, businesses can centralize customer data and easily access them for sales, marketing and customer server teams.
- Dynamics 365 allows users to collaborate among team members by providing them a secured platform to access and update contact information.
- Businesses can gain deeper insights into customer behavior and preferences by importing Outlook contacts to D365.
- Syncing Outlook contacts to Dynamics 365 can help organizations in several ways such as lead management, sales tracking, customer support, etc.
- Enable businesses to automate repetitive task contact management, lead nurturing, follow-up reminders, email campaigns, etc.
How to Import Outlook Contacts to Dynamics 365?
Use the following methods to easily add all your contacts from Outlook to Dynamics 365 CRM account:
Manual 1- Move Contacts from Outlook to Dynamics 365
These are the 2 steps to import Outlook contacts to Dynamics 365 which we have divided separately:
Step 1- Export Contacts from Outlook
1. Open Microsoft Outlook and navigate to the ‘File‘ menu.
2. Choose ‘Open & Export’ and then ‘Import/Export‘.
3. Select ‘Export to a file’ and proceed by clicking ‘Next‘.
4. Opt for ‘Comma Separated Values’ and continue by clicking ‘Next‘.
5. Pick the ‘Contacts‘ folder from the list and click ‘Next‘.
6. Specify a destination path by clicking the ‘Browse’ button.
7. Customize field mapping as needed and click ‘Finish‘.
8. Now the process will begin to sync Outlook contacts to Dynamics 365.
9. Wait for the export Outlook contacts to CSV successfully.
Step 2- Import Outlook Contacts to Dynamics 365
1. Go to Settings, then Data Management, and click on Imports.
2. On the command bar, choose Import Data, then Import Data.
3. Find and select the file with your exported contacts.
4. Confirm the file name and check the delimiter settings. Click Next.
5. Choose Default (Automatic Mapping) for System Data Map. Click Next.
6. From the Record Types list, select Contacts. Click Next.
7. If there are any alerts, map the columns from your file to the corresponding fields in Dynamics 365. Click OK, then Next.
8. Review the summary and click Next.
9. Click Submit.
10. To confirm success, go to Imports and check the report. Otherwise, click Finish.
Manual 2- Sync Outlook Outlook to Dynamics 365
1. Open the Dynamics 365 app and go to settings.
2. Select a personalized setting.
3. Click on the Email Tab to import Outlook contacts to Dynamics 365.
4. In the Track tab> Select “Email messages from Dynamics 365 leads, contacts and accounts”.
5. Below the “automatically create records in Microsoft Dynamics 365” select Contacts.
6. Click the Ok button from the bottom of the page.
Obstacles of Manual Ways:
- Manual ways to import Outlook contacts to Dynamics 365 have several steps that can be hard to follow without an expert’s guidance.
- There are higher chances of them making mistakes like choosing the incorrect options or missing settings.
- It is quite a time consuming exercise, especially with big data. Steps of some processes take some time to complete and a user has to wait for their completion before going to the next step.
- Users can run into a lack of choices and cannot make the process perfect for their needs.
- Such methods are not automated, thus a user has to do it manually, one after the another.
- We have defined the synchronization process in short, hence it is too lengthy to implement.
Advanced – Import Outlook Contacts to Dynamics 365 Like a Professional
The Outlook PST Converter Tool offers a comprehensive solution for resolving various MS Outlook issues effortlessly. With a dedicated feature to sync Outlook contacts to Dynamics 365, this tool simplifies the process in just a few steps. Compatible with Outlook versions including 2021, 2019, 2016, 2013, and more, it ensures compatibility across different platforms.
This user-friendly tool provides a free demo version for evaluation purposes. Once satisfied with its performance, users can easily activate the full version at their convenience. The trial version allows extraction of the initial 25 contacts from each folder, giving users a glimpse of its capabilities. Stay tuned for a detailed overview of its functionality in the following section.
How to Move Outlook Contacts to Dynamics 365?
1. Begin by installing and launching the tool on your Windows computer.
2. Automatically import Outlook contacts to Dynamics 365 from its default storage location.
3. Choose the Contact folders you wish to export and proceed by clicking “Next.”
4. Opt for the CSV file format as your preferred saving option.
5. Initiate the conversion process by clicking on the “Convert” button to sync Outlook contacts to Dynamics 365.
Features of the Software
- This software also allows you to import Outlook contacts to Dynamics 365 with all attachments, and attributes.
- If your Outlook stopped working, then you can also use this tool to export contacts from Outlook profile data to Dynamics 365.
- This is an all-in-one software that provides more than 30 saving options, utilized accordingly.
- The tool creates a separate Dynamics 365 to store each contact detail separately.
Conclusion
Finally, the process to import Outlook contacts to Dynamics 365 becomes vitally important for those who need to consolidate customer engagement. From using manual techniques or the advanced Outlook contacts to Dynamics 365 migrator, users would be able to easily import contacts regardless of their choice. What makes this tool stand out is the ability to sync Outlook contacts to Dynamics 365 and a variety of saving options, which add convenience and efficiency.