Capture more customer communications

Enabled for Public preview General availability
End users by admins, makers, or analysts This feature is released. Feb 1, 2020 -

Business value

Sellers seek to focus their time on selling rather than updating Dynamics 365 data and logging every customer-related activity. Now, Auto capture goes beyond capturing emails with customers to also capture meetings on the calendar, logging them into appropriate records. Auto capture also provides suggestions to create new contacts, based on communications, reducing overall time spent on these tedious tasks and freeing sellers to focus on what matters most.

Feature details

  • Automatically capture communication with customers: Automatically add emails and meetings with customers to the timeline of related records and share them across the organization.
  • Enrich CRM by proposing to track specific emails, meetings, and contacts: Surface suggestions to enrich data in Dynamics 365 and make sure nothing falls between the cracks by proposing emails, meetings, and contacts.
  • Privacy controls: Allow admins to manage privacy settings with highly granular controls.

Zero-click Auto capture

See also

Feature exploration (video)

Premium auto capture (docs)