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: Auto Capturing Emails In Dynamics 365 CRM »<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":21007,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"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":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t![\"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":"