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.

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:

  1. Review prerequisites for auto capture.

  2. Enable auto capture.

Prerequisites for auto capture

Before you enable auto capture, perform the following tasks:

Enable 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

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 apps such as, the Sales Hub or Sales Professional app.

See also

Introduction to administering Sales Insights
Auto capture FAQs