The preview pane allows you to add a contact and lead to your Dynamics 365 environment. Here’s how:
|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 icon to add a contact in the CRM.
The Contact button appears below the executive's name and you will see a View Contact button.
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 icon to add a contact as lead.
Once the person is added as lead, the Lead icon appears below the executive's name and you will see a View Lead button.
To view the lead details in your Dynamics 365 or CRM environment, click View Lead.