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Import Data To Outlook Customer Manager. Import to Outlook app. Manage customer relationships Track projects and tasks Work as a team.
When it has been made available to you youll see a Customer Manager button pictured at the start of this section on your Home button. Export items to an archive file in Outlook for Mac. How to import Contacts in our Outlook file driectly into Microsoft CRM.
In the next screen select replace contact information option.
How to import Contacts in our Outlook file driectly into Microsoft CRM. Step 2 of 6 needs the columns of the CSV file mapped to the XRM labels with the default being Dont import. Click on the button and your done setting up OCM and you can get started. Browse the OCM import file.