The Discovery Center allows you to add a company or contact to Dynamics 365 or CRM Online. Here's how:
|1||Search for a company or contact||Follow the steps in Getting to the Discovery Center and search for a company or contact that is not added to your Dynamics 365 or CRM database.
|2||Add the company to CRM||To add the company to your CRM, click + Add to CRM as illustrated:
To add the contact to the CRM, click the Add as Contact link to create a new Contact or click Add as Lead link to add the contact as a Lead:
The company or contact is added in Dynamics 365 and View Account or View Contact appears.
Note: You can also add a company or contact by clicking the Add to CRM or Add as Contact button in the search results and the Company or Contact Preview pane. Read the Add a Company or Contact to CRM from Preview Pane for more information.