Then I would post to a news group that supports the product and ask them why
that option does not exist. It is a problem that they would have to solve -
Outlook cannot create a lead if the application won't allow it.
--
Milly Staples [MVP - Outlook]
Post all replies to the group to keep the discussion intact.
How to ask a question:
http://support.microsoft.com/KB/555375
After furious head scratching, Janet M asked:
| Here is what the CRM help files say you can do: "By using Microsoft
| Dynamics CRM for Outlook , you can save individual Outlook contacts,
| appointments, e-mail messages, and tasks as Microsoft Dynamics CRM
| records and activities and then link them to a related Microsoft
| Dynamics CRM record, such as a contact, account, or lead." But,
| when you actually follow the instructions, the only options available
| are setting the contact up in CRM as an Account or a Contact. Lead
| is not available as one of the options.
| Janet M.
|
|
| "Milly Staples [MVP - Outlook]" wrote:
|
|| What does the CRM help files have to say about making imported
|| contacts leads?
||
|| --
|| Milly Staples [MVP - Outlook]
||
|| Post all replies to the group to keep the discussion intact.
|| How to ask a question:
http://support.microsoft.com/KB/555375
||
||
|| After furious head scratching, Janet M asked:
||
||| I have some Outlook Contacts that I would like to get into CRM as
||| Leads.
||| From Outlook I am able to click on "Track in CRM" and choose either
||| "Account" or "Contact" to get them into CRM. However, Lead is not
||| an option listed under the Track in CRM button. Is it possible to
||| easily convert these Outlook Contacts to CRM Leads?
|||
||| Thank you for your help.
