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How Do I Add Outlook Contacts to Dynamics 365? – Step By Step Guide!

Ritu Roy | file conversion How to's Outlook Software Technology | 5 minutes read | Modified on: 08-05-2024
import outlook contacts to dynamics 365

Summary: As professionals, we frequently need to import Outlook contacts to Dynamics 365. Read this post carefully if you’re among those who have an account with both Dynamics 365 and Outlook and, for whatever reason, want to sync Outlook contacts to Dynamics 365. This article will show you how do I add Outlook contacts to Dynamics 365 account without any hassle.

We use several platforms to stay connected in this digital world, which helps us be more productive. Outlook is a program for managing emails that may be used for both personal and business use. Numerous functionalities are available in Outlook, including calendaring, contacts, tasks, and email collaboration.

Additionally, Dynamics365, a cloud-based package of enterprise resource planning and customer relationship management tools, is used by some companies as a CRM solution. Given the significance of D365, importing Outlook contacts to Dynamics 365 CRM occasionally becomes essential.

In this article, we’re going to guide you through two straightforward, professionally tested manual techniques that anyone can use to quickly sync all of their Outlook contacts to Dynamics 365 and have them all in their Dynamics 365 account.

Why Import Outlook Contacts to Dynamics 365 Cloud Account?

  • Businesses may centralize client data and make it easily accessible for sales, marketing, and customer service teams by integrating Outlook contacts with D365.
  • Dynamics 365 gives users a safe place to see and manage contact details, facilitating teamwork.
  • Importing Outlook contacts to D365 allows businesses to learn more about the preferences and behaviour of their customers.
  • Organizations may benefit from lead management, sales monitoring, customer support, and other features by syncing Outlook contacts with Dynamics 365.
  • Make it possible for companies to automate tedious tasks like email campaigns, lead nurturing, follow-up reminders, and contact management.

How to Sync Outlook Contacts to Dynamics 365 Manually?

You can effortlessly add every contact you have in Outlook to your Dynamics 365 CRM account by using the following methods:

Technique 1. Transfer Contacts from Outlook to Dynamics 365

These are the two steps—which we have divided into separate steps—to import Outlook contacts into Dynamics 365:

#1. Export Contacts from Microsoft Outlook

  1. Launch Microsoft Outlook, then select the ‘File‘ option.
  2. Select “Import/Export” after selecting “Open & Export.”
  3. After choosing “Export to a file,” click “Next” button to continue.
  4. Pick “Comma Separated Values,” then hit on “Next” to proceed.
  5. Click “Next” after selecting the “Contacts” folder from the list.
  6. By selecting the “Browse” button, you can specify the target path.
  7. Once field mapping has been adjusted as necessary, click “Finish.”
  8. The process of syncing Outlook contacts with Dynamics 365 will now start.

Await the successful export Outlook contacts to CSV.

#2. Import Outlook Contacts to Dynamics 365

  1. Navigate to Settings, select Data Management, and then select Imports.
  2. Select Import Data from the command bar and then Import Data.
  3. Locate and pick the file containing the contacts you exported.
  4. Verify the file name and examine the settings for the delimiter. Press the Next button.
  5. To utilize the System Data Map, select Default (Automatic Mapping). Press the Next button.
  6. Choose Contacts from the Record Types list. Press the Next button.
  7. Map your file’s columns to the appropriate fields in Dynamics 365 if there are any alerts.
  8. Select Next after selecting OK.
  9. After reading the synopsis, select Next.
  10. Hit the Submit button.
  11. Check the report by going to Imports to ensure success. If not, select Finish.

Cons of Manual Methods

  • The manual methods for importing Outlook contacts into Dynamics 365 involve a number of steps that may be challenging to follow without professional assistance.
  • They are more likely to make errors such as selecting the wrong options or leaving settings empty.
  • This is a laborious process, particularly when dealing with large datasets. Certain process steps require a certain amount of time to finish, and users must wait for them to finish before moving on to the next step.
  • Users may encounter a dearth of options and be unable to customize the procedure to exactly suit their requirements.
  • As a result, a user must perform each step manually because these procedures are not automated.
  • The synchronization process is too long to implement because we haven’t given it enough thought.

Expert Solution – Import Outlook Contacts to Dynamics 365 with Automated Tool

The CubexSoft PST Converter Tool provides a complete solution for quickly fixing a variety of MS Outlook problems. This application streamlines the procedure in a matter of steps by offering a specialized option for syncing Outlook contacts with Dynamics 365. It guarantees cross-platform compatibility with Outlook versions 2021, 2019, 2016, 2013, and more.

For testing purposes, this easy-to-use program offers a free demo edition. Users can quickly activate the complete version whenever it’s convenient for them when they’re satisfied with how well it performs. Users can preview some of its features by extracting the first 25 contacts from each folder using the trial version. Keep an eye out for the next section for a thorough rundown of its features.

Steps to Add Contacts from Outlook to Dynamics 365 Account

  • First of all, download and open the software on your Windows PC.
  • After opening the program, go to menu bar and pick Add Files option to load Outlook PST files for conversion process.
  • Now, view all selected Outlook PST files in software panel and choose contacts from the list and hit Export button.
  • After clicking on Export button, choose CSV saving output format in drop-down list.
  • Browse the destination path to save converted files and press the Convert button to start the process

Advantages of the Software – Outlook Contacts to Dynamics 365 Migrator

  • The application allows users to export Outlook data file to Dynamics 365 with all details and attachments.
  • Without Outlook installation, you can able to perform conversion process of Outlook contacts to Dynamics 365 account.
  • This program supports various file formats such as PDF, MBOX, EML, MSG, EMLX, PNG, JPEG, OLM, CSV, VCF, ICS, Office 365, Exchange Server, Gmail, Thunderbird, and many more.
  • With the help of this program, one can easily sync Outlook contacts to Dynamics 365 without any technical expert’s help.
  • Compatible with all MS Outlook versions including 2021, 2019, 2016, and more.
  • This user-friendly software offers a free demo edition for evaluation purposes.  
  • Outlook Contacts to Dynamics 365 Tool supports both macOS and Windows OS including Windows 11.

Wrapping Up!

In conclusion, the procedure of importing Outlook contacts into Dynamics 365 assumes paramount significance for individuals requiring to streamline customer interaction. Users will be able to import contacts with ease using any method of their choice, including advanced Outlook contacts to Dynamics 365 migrator and manual procedures. This application is unique in that it can sync Outlook contacts with Dynamics 365 and offers several saving options that increase productivity and ease of use.