How do I automate collecting to and from email addresses from saved emails and create or add to a contacts list?

To automate collecting email addresses from saved emails in Outlook and create or add to a contacts list, you can use the following methods:

1. Use the Import Contacts Wizard: If you have a backup of your emails or if your emails are still accessible, you can use the Import Contacts feature in Dynamics 365 for Outlook. This allows you to import contacts from your Outlook email folders. Here’s how:
   • Go to File > Dynamics 365 apps > Import Contacts > Add Contacts.
   • Follow the prompts to select the folder where your Outlook contacts are stored and choose how to group your contacts.
2. Manual Collection: If you don't have a backup, you can manually go through your saved emails and copy the email addresses. Once you have the addresses, you can create new contacts in Outlook:
   • Open each email and copy the email addresses from the To and From fields.
   • Go to your Contacts in Outlook, select New Contact, and paste the email addresses into the appropriate fields.
3. Using Suggested Contacts: Outlook automatically adds addresses to a folder labeled Suggested Contacts when you send or reply to messages. You can check this folder and save any relevant addresses to your Contacts folder by double-clicking them and saving them as contacts.
4. Using Microsoft 365 Copilot: If you have access to Microsoft 365 Copilot for Service, it can help you match email addresses with your CRM contacts and allow you to add unsaved contacts directly to your CRM.

By following these steps, you should be able to rebuild your contacts list effectively.

References:

• Add Outlook contacts to CRM with Copilot for Service
• Use a wizard to add and track multiple Outlook contacts in Dynamics 365 for Outlook
• AutoComplete not working correctly in Outlook 2010