People often wonder if they can create contact records in CRM from an incoming email? The answer is Yes, in Dynamics CRM 2011 you now have a personal setting that allows you to automatically create the sender
of the e-mail or meeting organization as a contact or lead. By default, this option is enabled.

crm-101

Click on File>CRM>Options


– Click on the Email tab

– Click on the “Create” bit field under the automatically create records in CRM section and then choose either contacts or leads as the record type to be created.


With Dynamics CRM 2011 we now have the ability to automatically create lead or contact records in Microsoft Dynamics CRM from the sender or organizer of tracked e-mail messages and meetings eliminating the need to manually track and create lead or contact records.

If you need help with this or anything else in MSCRM reach out to the CRM Experts at PowerObjects and we will be happy to help.

Happy CRM’ing

Avatar for Joe D365

Joe D365

Joe D365 is a Microsoft Dynamics 365 superhero who runs on pure Dynamics adrenaline. As the face of PowerObjects, Joe D365’s mission is to reveal innovative ways to use Dynamics 365 and bring the application to more businesses and organizations around the world.

There are 3 comments on this post

  1. Avatar for Joe D365
    CMNair
    December 15, 2014

    Hi – who is the owner of the contact record which is generated if no contact exists with the e-mail address in the system? If it is automatically assigned to ‘SYSTEM’ or a System Admin but users have Parent:Child access and aren’t in the root Business Unit, does this mean they won’t be able to view the contact (unless they get Organisational access)? Thanks

  2. Avatar for Joe D365
    Florian
    August 19, 2015

    Hi Joe,

    thanks for this post. I already tried this but am running against walls. When I track emails with known contacts or accounts, everything works fine. But when I try to track emails where there’s no contact/account/lead/user I get a warning message that I don’t have the privilege to call this record. The confusing part is, that I’m able to create contacts and account on my own in CRM cirectly.
    We’re using CRM 2013 with outlook 2013 and (of course) CRM client 2013.

    Maybe you can give me a hint what or where to look at.

    Cheers!

    • Avatar for Joe D365
      Jeff
      November 2, 2015

      Hi Florian,
      have you found the solution to your issue? I’m running into the same situation.
      Thanks!

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