Premium Auto Capture in Dynamics 365 CRM

Introduction

In our previous blog, we have explained how “Auto Capture” feature helps salespeople to keep their mails private unless users track them. “Premium auto capture” now supports capturing emails, meetings, and contacts from outlook with the help of activity and contacts suggestions.

Premium auto capture not only tracks email suggestions like the previous Basic Auto Capture feature but also comes with more enhancements. In previous basic auto capture, we could only track email activity and after tracking the email activity, record gets generated and it is available for everyone. But in premium auto capture, we can edit/delete the email suggestion before we track them in the system as an email activity record. With the help of premium auto capture feature, we can update “Regarding” of an activity suggestion and then Sync and connect this email suggestion, or track them so that the activity suggestion will appear as an activity record in the system. Also, if any…

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