In Microsoft Dynamics CRM, your contacts are moved by default into your Contacts address list in Outlook. However, Outlook defaults to your Global Address list, which means you do not automatically see your CRM contacts in Outlook. In this article, we will assist you with updating your default address list.
To set your default address list, click the Address Book button on the Outlook ribbon.
Once you have opened the address book, click Tools.
Then choose options.
Once you are in Options, take the following steps:
1. Start with contact folders
2. Choose Contacts in the “When opening” dropdown
3. Click OK
You now have the default list set to see your CRM contacts. For more tips, sign up for our email newsletter by visiting http://www.toplineresults.com/contact-us/.
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