Select Use Company Name to associate the contacts with a Microsoft Dynamics 365 account using the company name. Leave the field blank ( Not Set ) to associate the contacts with an account later in Microsoft Dynamics 365. From the drop-down list, select one of the following: In the Set Account column, choose the row for the contact. To manually select the accounts to associate the contacts with, choose Advanced. Select Track all communications for added contacts to track the messages, appointments, and tasks associated with these Outlook contacts in Microsoft Dynamics 365. Otherwise, if you want to associate an account name with each contact later in Microsoft Dynamics 365, clear this check box.
Verify that Use Company Name to be the Account is selected (recommended). If so, it may be best to cancel the wizard, correct the company names in Outlook, and then run the wizard again. You may find that the groupings have many variations if the company names don’t match exactly. If you don’t want to add all the groups, clear the check boxes to the left of any groups you don’t want. Choose the link to verify the list of names for each category. Group the contacts by the category you use to organize contacts in Outlook, if applicable.
Choose the link to verify the list of names in each domain.Ĭategories. For example, in the email address "" is the domain. The email domain is the part of the address after the symbol. Choose the link to verify the list of names for each account.Įmail Domain. The wizard lists the number of contacts associated with each account. Group the contacts by the matching account name in Microsoft Dynamics 365. If you allow someone else to manage your email (called a “delegate”), you can’t add contacts from that person’s contacts folder. You can select or clear subfolders in the Contacts folder. The wizard determines the folder, usually called Contacts.