Configure how Outlook emails and events are saved to CRM

As an administrator, you can configure the fields that sellers can use to categorize their emails and meetings when they're saved to CRM. By categorizing emails and meetings in their CRM inbox, sellers can easily find and track their interactions with customers. For example, sellers might want to categorize emails and meetings based on priority, account, or deal stage.

Prerequisites

CRM administrators must access administrator settings from the Copilot for Sales app in Teams. More information: Administrator settings for Copilot for Sales

Configure fields to save in CRM

1. In Copilot for Sales admin settings, select Save to (CRM).

2. Select Save emails to (CRM) or Save meetings to (CRM) depending on the type of activity you want to configure. You can select different fields to save along with the email or meeting to CRM. The fields you select are displayed to sellers when they save the email or meeting to CRM.

   

3. (Optional) Select Refresh data to get the latest updates to the fields from CRM. For example, if the CRM administrator has updated a field label in CRM, you can refresh the data to see the updated label in Copilot for Sales.

4. In the Categorize with fields section, select Add fields and select the fields from the Add category dialog.

   The Add category dialog displays all the out-of-the-box and custom fields of email and appointment entities in CRM, except the system fields. Only fields of type option sets, lookup and text, multiple lines of text (plaintext/Memo), boolean, integer are displayed in the dialog.

5. Save the changes.

   Sellers can now see the fields you configured when they save emails or meetings to CRM. More information: Save Outlook activities to your CRM