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Microsoft Dynamics® CRM 4.0 Step by Step by Jim Steger Mike Snyder Kara O’Brien, and Brendan Landers

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Creating and Tracking Contacts

Microsoft Dynamics CRM can synchronize your existing contacts from the Microsoft Dynamics CRM server so they appear in your Outlook contacts file. However, as you continue to work with the system, you will want to create and track new contact records. To create contacts in Outlook and track them in Microsoft Dynamics CRM, create the record in Outlook as you normally would, click the Track In CRM button, and then save the contact. Doing so creates the contact record in Microsoft Dynamics CRM and includes the record as part of future data synchronizations. When creating contacts in Outlook, you also can link the contact record to a parent account in Microsoft Dynamics CRM by clicking the Set Parent button in the Contact ...

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