Help: How to import Contacts into Microsoft Outlook 2013

Create a .csv: Log into CRM -> Select by tag/other indicator -> Export as Excel -> Open and edit -> Save as .csv

Open Outlook 2013

Create a folder/address book in Microsoft Outlook 2013:¬†Lower left of navigation pane is … for Advanced -> Folders -> Contacts (This computer only) -> New Folder (right click) -> Rename (to rename) & Properties to define.

Import Contacts: File -> Open & Export -> Import / Export -> Import from another program or file -> Comma Separated Values -> Browse -> Options (pick about duplicates) -> Next (select a folder near the top, under Contacts -> Next -> Map Custom Fields -> (Click and drag if any missing) -> OK -> Finish.

Test: Create an email to test.

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