Enable and configure auto capture

When you enable auto capture, you help salespeople in your organization by suggesting relevant customer activities in Microsoft Dynamics 365 Sales by capturing emails and meetings from Outlook.

Auto capture is available in two forms:

  • Auto capture (also called basic auto capture): This feature is available for free with Dynamics 365 Sales Insights for Dynamics 365 Sales. To learn more, see How to enable auto capture.

  • Premium auto capture: Premium auto capture is available as a preview with Dynamics 365 Sales Insights for Dynamics 365 Sales. To learn more, see How to enable and configure premium auto capture.

Important

By enabling this feature, you consent to share data about your customers' email activity with an external system. Data imported from external systems into Sales Insights are subject to the Microsoft Privacy Statement.

Things you must know

Before you configure auto capture for Dynamics 365 Sales in your organization, note the following:

  • You can enable both basic and premium auto capture for your organization.

  • To enable both versions of auto capture, you select a group of security roles to use premium auto capture. By default, security roles that are not assigned to use premium auto capture uses basic auto capture.

  • When premium auto capture is enabled for your entire organization, basic auto capture is disabled.

How to enable basic auto capture

Enable basic auto capture by following these steps:

  1. Review prerequisites for auto capture.

  2. Enable auto capture.

Prerequisites for basic auto capture

Before you enable auto capture, perform the following tasks:

Enable basic auto capture

  1. Sign in to the Dynamics 365 Sales Hub app, and go to Change area > Sales Insights settings.

  2. On the site map under Productivity intelligence, select Auto capture.

  3. Turn on the Enable basic auto capture toggle.

Enable or disable auto capture

How to enable and configure premium auto capture

[This topic is pre-release documentation and is subject to change.]

Important

  • A preview feature is a feature that is not complete, but is made available before it’s officially in a release so customers can get early access and provide feedback. Preview features aren’t meant for production use and may have limited or restricted functionality.
  • We expect changes to this feature, so you shouldn’t use it in production. Use it only in test and development environments.
  • Microsoft doesn't provide support for this preview feature. Microsoft Technical Support won’t be able to help you with issues or questions. Preview features aren't meant for production use and are subject to a separate supplemental terms of use.

In addition to getting suggestions for customer-related activities through capturing emails and meetings, premium auto capture gets suggestions by capturing contacts through a salesperson's communications.

To enable and configure premium auto capture, follow these steps:

  1. Review prerequisites for premium auto capture .

  2. Enable and configure premium auto capture.

Prerequisites for premium auto capture

Before you enable premium auto capture, perform the following tasks:

Enable and configure premium auto capture

  1. Sign in to the Dynamics 365 Sales Hub app, and go to Change area > Sales Insights settings.

  2. On the site map under Productivity intelligence, select Auto capture.

  3. On the settings page, in the Premium auto capture (preview) section, turn on the Enable preview version toggle.

    Enable or disable premium auto capture

  4. Select one of the following options:

    • All security roles: Select this option to enable the feature for the entire organization.

    • Specific security roles: Select this option to enable this feature for specific security roles, and then choose the security roles. In the example in the following image, we're adding the security roles Sales Manager, Salesperson, and Marketing Manager.

      Add security roles

      Note

      The security roles displayed in the lookup are from the parent business unit and will not display child business unit's security roles. To learn more, see Security roles and privileges.

  5. Select the communication channels in which you want to capture customer-related activities. You can choose Email, Calendar, and Contacts.

  6. Save the settings.

Premium auto capture is now enabled for your organization.

Note

For more information about auto capture and how it can help your users, see Capture customer-related activities with auto capture.

See also

Introduction to administering Sales Insights