Add as a Contact and Lead in the CRM

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The preview pane allows you to add a contact and lead to your Dynamics 365 environment. Here’s how:

Step Description Details
1 Go to the Find Contacts page Follow the steps in the Getting to the Find Contacts page Knowledge Base article to go to the Find Contacts page.
2 Select a Contact Select a contact. For example, select Satya Nadella.
3 Add the contact to CRM  To add the person as a contact in Dynamics 365 or CRM Online, click the + icon and then click the Add as Contact contact_icon.jpg icon to add a contact in the CRM.

1_Add_Contact_small.jpg

The Contact button appears below the executive's name and you will see a View Contact button.

2_Contact_Added_small.jpg

To view the contact details in your Dynamics 365 or CRM environment, click View Contact.

4 Add executive as a Lead Click the + icon and then click the Add as Lead lead_icon.jpg icon to add a contact as lead.

3_Add_Lead_small.jpg

Once the person is added as lead, the Lead icon appears below the executive's name and you will see a View Lead button.

4_Lead_Added_small.jpg

To view the lead details in your Dynamics 365 or CRM environment, click View Lead.

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