19

[Sales Insights] About Auto capture of Meeting

There is a time lag when auto-capturing an Outlook Meeting in Dynamics 365 Sales Insights. It will take about a day before it is actually reflected. It will be very beneficial for users if the time to reflect is shortened.

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2 Comments

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Category: Auto Capture and Notes Analysis (9)

STATUS DETAILS
Needs Votes
10

A feature to link and control emails for each two opportunity through auto capture

Currently, auto capture is linked to the email address of the contact in charge of the transaction who is registered with the opportunity.

However, if you have two opportunities, both with the same contact, and two emails each, you won't be able to link each opportunity.

For exampl...

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0 Comments

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Category: Auto Capture and Notes Analysis (9)

STATUS DETAILS
New
8

Deleting items from your Outlook inbox should remove them from Auto Capture

When you delete an email from your Outlook inbox, it doesn't delete the item from the auto capture in CRM. It should. You have to delete the email from your deleted items in Outlook before it deletes the auto capture in CRM. This isn't a good user experience.

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0 Comments

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Category: Auto Capture and Notes Analysis (9)

STATUS DETAILS
Declined
Ideas Administrator

Thank you for your feedback. This is a great suggestion! We will consider this in our roadmap. 

Sincerely, 

Natalie
PM, Microsoft. 

4

Allow users to remove emails not yet tracked using auto capture

When an activity, such as an email, is auto captured in CRM and presented to the user as a possible activity to track, there is no way for the user to discard the suggested track. The email may be something the user doesn't want to track in CRM, but they still want to keep the email in CRM. It...

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0 Comments

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Category: Auto Capture and Notes Analysis (9)

STATUS DETAILS
Completed
Ideas Administrator
Hi David,
Thank you for your idea.
With Premium auto capture, now in public preview, you can delete captured activities so they wouldn't show at all.
In addition emails are tracked on a per email basis so that by saving a captured email, future communicaion will not get automatically tracked.

Looking forward to hear your feedback and ideas in the future.
2

Block internal domains

It can be great to remove from the captured emails, meetings and contacts from Outlook all related to internal items. Being able to filter based on a domain name may be a great approach

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0 Comments

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Category: Auto Capture and Notes Analysis (9)

STATUS DETAILS
Needs Votes
1

How do I communicate with QuickBooks? @realhelpdesk live human

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Need to contact a human at 𝚀𝚞𝚒𝚌𝚔𝙱𝚘𝚘𝚔𝚜? Just dial 𝟴̲𝟰̲𝟰̲.̲𝟰̲𝟳̲𝟭̲.̲𝟴̲𝟮̲�...

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0 Comments

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Category: Auto Capture and Notes Analysis (9)

STATUS DETAILS
New
1

Mobile - Voice dictation translation in Notes

You have recently enabled “Voice Recording” for Dynamics 365 Mobile app for recording audio within Notes. However / it is just a wav file?! I can’t even “play” them within the Mobile experience (when I click to open the wav file on my iPhone, it makes me “pick” an app - which do I use?!) Inste...

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0 Comments

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Category: Auto Capture and Notes Analysis (9)

STATUS DETAILS
Needs Votes
1

Notes in Rollup Field

Hi, I was directed here by a Microsoft support employee, AnilKumar Ediga. I have created a Rollup field called 'Last Activity On' to show the last activity date on opportunities. It works absolutely fine for getting the date of most recent Phone Calls, tasks etc. The problem I have is that it ...

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0 Comments

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Category: Auto Capture and Notes Analysis (9)

STATUS DETAILS
Needs Votes
1

Track the number of 'tracked' activities captured by auto-capture

Hello, While exploring the different functionalities of Auto-capture, I thought about an idea that I wanted to share with you. The idea evolves around the positive impact of a strong collaboration within a team. It is always good that each person of a team is aware and up to date with everythi...

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0 Comments

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Category: Auto Capture and Notes Analysis (9)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback. We are reviewing your idea to evaluate if aligns with our longer term roadmap.  

Sincerely, 

Natalie

PM, Microsoft.