Track more fields as part of saving emails or events to CRM

Important

Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for	Public preview	General availability
Users by admins, makers, or analysts	-	Jun 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.