Enable and configure auto capture
Configure auto capture to helps your sellers to get suggestions on relevant customer activities by capturing emails and meetings from Outlook.
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 salespeople in your organization by suggesting relevant customer activities in Microsoft Dynamics 365 Sales by capturing emails and meetings from Outlook.
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:
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. To learn more, see Set up server-side synchronization of email, appointments, contacts, and tasks.
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.
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 apps such as, the Sales Hub or Sales Professional app.
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