One of our favorite features of Dynamics 365 is the ability to display emails related to records in Dynamics 365 without having to track them in Outlook. This feature is called Auto Capture and today’s blog will tell you why and how to use it!
Why to use Auto Capture
Auto Capture is one of the features of Relationship Insights a new functionality that analyzes customer interactions between Dynamics 365 and Microsoft Exchange. Thanks to Auto Capture, emails can be easily viewable in Dynamics 365 and tracked there without having to go to Outlook.
Enabling Auto Capture
To enable Auto Capture, go to the Previews tab in System Setting and choose Enable Auto Capture = Yes.
Once Auto Capture is enabled, tracked and untracked emails will show under Activities. Emails can be related to any out of box or custom entities. It is important to understand that these emails remain private and visible only to the user, until the user chooses to convert them.
On the Social Pane, under the Activity Tab, users can clearly differentiate, which emails are tracked or not in Dynamics 365. By selecting the email that users want to track, they should click “Track.”
The email status will change to “Tracking pending” until the server side synchronization finishes and the email will be tracked in Dynamics 365.
Users can also choose not to see emails that are not tracked in Dynamics 365 at all. If they wish to do that, users can turn them off under their Personal Settings – Options – Emails and click “no” under “Show emails not tracked in Dynamics 365 in the Activities list.
And there you have it folks! Now get out there and enjoy Auto Capture!
To learn more about the latest and greatest Dynamics 365 features, check out our Dynamics 365 July 2017 Update Web Series.
Happy Dynamics 365’ing!