Note: To use this feature, make sure your Server Side Sync is configured with your environment.<\/strong><\/p>\n Steps to Configure Auto Capture:<\/u><\/strong><\/p>\n 1<\/strong>. Login to your Dynamics 365 environment. Go to settings ->Administration -> System Settings -> select Preview tab -> Accept license terms -> select option Yes for Organization Insights Preview as given in below screenshot:<\/p>\n 2<\/strong>. Select Sales Hub app in UCI interface. Go to Sales insights Settings in Area -> Select Global settings under Sales Insights. You will then find option for \u2018Auto Capture\u2019 as given in following screenshot. Click on \u2018I Accept\u2019 button.<\/p>\n 3<\/strong>. After that Enable \u2018Auto Capture\u2019.<\/p>\n 4<\/strong>. Now click on settings icon and select Personalization Settings as shown in below screenshot:<\/p>\n 5<\/strong>. Select Email tab in Set Personal Options.<\/p>\n Refer below screen shot:<\/p>\n Click on \u2018Ok\u2019 to save the changes.<\/p>\n 6<\/strong>. You will be now able to view emails against that record under Timeline as shown in below screen shot:<\/p>\n Auto captured mail comes with the label \u2018Untracked Email from undefined\u2019. You can track it by clicking message symbol in the top right corner, as shown in below screenshot:<\/p>\n After tracking, it will sync the record from Dynamics 365 and populate and change label to Email from contact\/account or whoever the sender of email etc.<\/p>\n In this way, \u2018Auto Capture\u2019 help us to automatically track emails of relevant records and keep it private unless user tracks it.<\/p>\n Get 1 Click apps and say goodbye to all repetitive data entry in CRM –<\/em> Introduction If you are looking to keep your email messages private then here is the latest feature of Dynamics 365 CRM – \u2018Auto Capture\u2019 by which you can view and keep your email message private against relevant entity record unless you convert it into Tracked email. Note: To use this feature, make sure your Server\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":21007,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,18],"tags":[545],"class_list":["post-20998","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dynamics-365","category-dynamics-365-v9-2","tag-dynamics-365-crm"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/20998","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=20998"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/20998\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media\/21007"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=20998"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=20998"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=20998"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}![\"Auto](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2019\/11\/1Auto-Capturing-Emails-In-Dynamics-365.png\")
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<\/p>\nConclusion<\/strong><\/h2>\n
\nClick2Clone<\/a> <\/strong>\u2013 Clone\/Copy Dynamics 365 CRM records in 1 Click<\/em>
\nClick2Export<\/a><\/strong> \u2013 Export Dynamics 365 CRM Report\/CRM Views\/Word\/Excel template in 1 Click<\/em>
\nClick2Undo<\/a><\/strong> \u2013 Undo & Restore Dynamics 365 CRM data in 1 Click<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"