Enable and configure auto capture

Article
03/13/2024

Configure auto capture to help your sellers to get suggestions on relevant customer activities by capturing emails and meetings from the user's Exchange account that's in the same tenant as Dynamics 365.

License and role requirements

Requirement type	You must have
License	Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise More information: Dynamics 365 Sales pricing
Security roles	System Administrator More information: Predefined security roles for Sales

Configure auto capture

When you enable auto capture, you help your sellers get relevant customer activities from emails and meetings in Outlook.

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.

How to enable auto capture

Enable auto capture by following these steps:

Review prerequisites for auto capture.
Enable auto capture.

Prerequisites for auto capture

Before you enable auto capture, perform the following tasks:

Enable Sales Insights. To learn more, see Enable and configure standard Sales Insights features.
Use Exchange as the server and Outlook as the mail client.
Approve the email addresses of users to allow queries against their Exchange data (this requires tenant-level admin privileges). To learn more, see Approve email.
Set up server-side synchronization.

Enable auto capture

Sign in to the Dynamics 365 Sales Hub app, and go to Change area > Sales Insights settings.
On the site map under Productivity intelligence, select Auto capture.
Turn on the Enable basic auto capture toggle.

Enable or disable auto capture

Note

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

Can't find the options in your app?

There are three possibilities:

You don't have the necessary license or role.
Your administrator hasn't turned on the feature.
Your organization is using a custom app. Check with your administrator for exact steps. The steps described in this article are specific to the out-of-the-box Sales Hub and Sales Professional apps.