Track more fields as part of saving emails or events to CRM
Important
This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Microsoft Copilot for Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Users by admins, makers, or analysts | - | 
Jun 30, 2024 |
Business value
Saving emails and events from Outlook to a CRM platform allows sales teams to track their productivity officially in reports and dashboards based on CRM data. With the ability to track additional details, the saved activities can be categorized accurately, allowing sales teams to measure time spent by sellers for different purposes and improve their sales processes.
Feature details
- As a Copilot for Sales admin, you can define additional fields that need to be provided by sellers when saving emails and events from Outlook to your CRM platform.
- As a Copilot for Sales user, you can provide values for the additional fields configured by the administrator when saving Outlook events and emails to your CRM platform.
See also
Configure how Outlook emails and events are saved to CRM (docs)