Auto capture of related emails 自动捕获相关的电子邮件

Auto capture of related emails 自动捕获相关的电子邮件

Auto capture of related emails

Applies to Dynamics 365 for Customer Engagement (online), version 9.1.0

Auto capture enables Dynamics 365 for Sales to access your email in Microsoft Exchange to find and display messages that are related to your work in Sales. This makes it easy to see your relevant email messages together with all of the other activities that are related to a given record in Sales. Each message remains private and visible only to you unless you choose to convert it to a tracked email, which you can do with just one click to make that email visible to the rest of your team in Microsoft Exchange.

Auto capture is part of the Embedded intelligence suite of features.

Watch a short video (1:43) about Dynamics 365 for Customer Engagement Auto Capture.

The administrator must enable auto capture before you can try it out. For complete details about prerequisites, how to enable the feature, and how to set it up, see Configure and enable embedded intelligence.

View auto-captured messages and convert them into tracked messages

Messages found by auto capture are merged with other relevant Sales activities and shown in the Activities column for the record they apply to. You can see them on Contact, Opportunity, Lead, Account, Case, and Custom entities. So, for example, if you are looking at an opportunity in Sales, then the Activities column shows all of the activities you have logged for that opportunity, plus up to 50 recent email messages in your Microsoft Exchange account that were sent to or from the primary contact for that opportunity or its stakeholders.

Auto capture messages in the Activities column

The figure shows both tracked and auto-captured (not tracked) messages in the Activities column, and highlights the following:

  1. Tracked message: This message is already being tracked, so it is already imported into Sales and is being shared with your team. It shows a black symbol and does not include any tracking controls or messages.
  2. Auto capture messages: These messages were found by the auto capture feature. They have been identified as possibly being relevant to the current record, but they are still private so only you can see them. Compared to tracked messages, these messages show a gray symbol and a dotted border, and include a Track link and a private email label.
  3. Track link: Select the link to convert a private message found by auto capture to a tracked message in Sales.
  4. Private email label: Private messages found by auto capture but not yet tracked in Sales include this label to indicate their status.Initially, the messages that auto capture finds are private for you, so other members of your sales team will not be able to see them in Sales. Select the Track link to turn any auto capture message into a tracked email message, which copies the message into the Sales database and makes it visible to other members of your team. Auto capture messages that don’t include a Tracklink are already being tracked. It may take a few minutes for a message to go from untracked to tracked, during which time it will show a Tracking pending message.

    As with other types of email message tiles shown in the Activities list, click the tile to expand or collapse the message content.

 Note

Untracked messages do not indicate the send direction (in or out) or if they include an attachment. But once a message is tracked, both the direction and any attachments are indicated.

Which messages are captured?

Auto capture works by querying your Microsoft Exchange account each time you open the Activities column for a record in Sales. The query looks for messages that relate to the record you are looking at. The following table summarizes how auto capture identifies a related message.

Entity type Matches these field values to the To, CC, or From address of each email message
Account Email address of the listed Primary Contact

Email address of the top 50 contacts that have the account as their parent account

All Email addresses defined for the account record itself.

Opportunity Email address listed for the Opportunity Contact

Email addresses of any contact in the Stakeholders list

All Email addresses defined for the opportunity record itself.

Case Primary contact’s Email address

All Email addresses defined for the case record itself.

If the Customer is a contact, then use all Email addresses for the contact record.

If the Customer is an account, then use all Email addresses for the account record

Lead Email address listed in the Contact section

All Email addresses defined for the lead record itself.

Contact All Email addresses defined for the contact record.
Custom entities For account fields, use the email address for the Primary Contact of the account, plus all Email addresses defined for the account record itself.

For contact fields, use all Email addresses defined for the contact record.

For customer fields that refer to a contact, use all Email addresses defined for the contact record

For customer fields that refer to an account, use the Email address of the listed Primary Contact, plus all Email addresses defined for the account record itself.

Set your auto capture options

When auto capture is enabled for your site, it will also be enabled for you by default. If you prefer not to see the messages, then you can turn this feature off. You can turn it back on at any time. When the feature is turned off for your site, you won’t see the setting in your personal options. To set your auto capture options:

  1. Select the gear button on the nav bar, and then choose Options from the menu.Options menu
  2. The Set Personal Options dialog opens. Select the Email tab.Auto capture personal options
  3. Set the Show email not tracked in Dynamics 365 for Customer Engagement in the Activities list option to Yes or No, as needed.
  4. Select OK.

Incoming untracked email support

The following describes the support for viewing, opening, and tracking untracked emails for various synchronization methods.

Sync method for incoming emails View untracked emails Open untracked emails Track untracked emails
None Yes Yes N/A, tracking requires server-side sync
Server-Side Sync with Email Not Approved or Test Not Run Yes Yes No
Server-Side Sync with Email Approved and Test Enabled Yes Yes Yes
Microsoft Dynamics 365 for Outlook Yes Yes N/A, tracking requires server-side sync
Email Router Yes Yes N/A, tracking requires server-side sync
Forward Mailbox No No No

Privacy notice

For specific privacy information about Auto capture, see Privacy notice.

See also

Configure and enable embedded intelligence

 

自动捕获相关的电子邮件

适用于Dynamics 365 for Customer Engagement(在线),版本9.1.0

通过自动捕获,Dynamics 365 for Sales可以访问Microsoft Exchange中的电子邮件,以查找和显示与您在Sales中的工作相关的消息。这使您可以轻松查看相关的电子邮件消息以及与Sales中给定记录相关的所有其他活动。除非您选择将其转换为跟踪的电子邮件,否则每封邮件都将保密,并且只有您可以看到,只需单击一下即可将该电子邮件显示给Microsoft Exchange中的其他团队。

自动捕获是嵌入式智能功能套件的一部分。

观看有关Dynamics 365 for Customer Engagement Auto Capture的简短视频(1:43)

管理员必须先启用自动捕获才能尝试。有关先决条件的完整详细信息,如何启用该功能以及如何进行设置,请参阅配置和启用嵌入式智能

查看自动捕获的消息并将其转换为跟踪消息

通过自动捕获找到的消息将与其他相关的销售活动合并,并显示在“ 活动”列中,以显示它们适用的记录。您可以在联系人,商机,潜在客户,帐户,案例和自定义实体上查看它们。因此,例如,如果您正在查看Sales中的商机,那么“ 活动”列将显示您为该商机记录的所有活动,以及Microsoft Exchange帐户中最多50封最近发送给或来自该机会的电子邮件。该机会或其利益相关者的主要联系人。

在“活动”列中自动捕获消息

该图显示了“ 活动”列中的跟踪和自动捕获(未跟踪)消息,并突出显示以下内容:

  1. 跟踪消息:此消息已被跟踪,因此已将其导入Sales并与您的团队共享。它显示黑色符号,不包含任何跟踪控件或消息。
  2. 自动捕获消息:自动捕获功能可以找到这些消息。它们已被确定为可能与当前记录相关,但它们仍然是私有的,因此只有您可以看到它们。与跟踪的消息相比,这些消息显示灰色符号和虚线边框,并包括Track链接和私人电子邮件标签。
  3. 跟踪链接:选择链接以将自动捕获找到的私人消息转换为销售中的跟踪消息。
  4. 私人电子邮件标签:通过自动捕获找到但尚未在销售中跟踪的私人消息包含此标签以指示其状态。最初,自动捕获的消息对您来说是私有的,因此销售团队的其他成员将无法在Sales中看到它们。选择“ 跟踪”链接可将任何自动捕获消息转换为跟踪的电子邮件消息,该消息将消息复制到“销售”数据库中,并使其对团队中的其他成员可见。已经跟踪了不包含Track链接的自动捕获消息。消息可能需要几分钟才能从未跟踪状态转到跟踪状态,在此期间它将显示跟踪待处理消息。

    与“ 活动”列表中显示的其他类型的电子邮件消息切片一样,单击切片以展开或折叠消息内容。

 注意

未跟踪的消息不指示发送方向(输入或输出)或它们是否包含附件。但是一旦跟踪了消息,就会指示方向和任何附件。

捕获了哪些消息?

每次打开Sales中记录的“ 活动”列时,自动捕获的工作方式是查询Microsoft Exchange帐户。查询将查找与您正在查看的记录相关的消息。下表总结了自动捕获如何标识相关消息。

实体类型 将这些字段值与每封电子邮件的“收件人”,“抄送”或“发件人”地址进行匹配
帐户 列出的地址主要联系人的

电子邮件有帐户作为他们的父母占50强的联系人地址

的所有邮件的帐户记录本身定义的地址。

机会 电子邮件地址列出的机会联系

电子邮件中的任何联系的地址,利益相关者列表

的所有邮件的机会记录本身定义的地址。

案件 主要联系人的电子邮件地址为案例记录本身定义的

所有电子邮件地址。

如果客户是联系人,则使用联系人记录的所有电子邮件地址。

如果客户是帐户,则使用帐户记录的所有电子邮件地址

电子邮件地址中列出的联系人部分

的所有电子邮件的铅记录本身定义的地址。

联系 为联系人记录定义的所有电子邮件地址。
自定义实体 对于帐户字段,请使用帐户主要联系人电子邮件地址,以及为帐户记录本身定义的所有电子邮件地址。

对于联系人字段,请使用为联系人记录定义的所有电子邮件地址

对于客户字段指接触,使用所有的电子邮件联系人记录中定义的地址

对于用户是指一个账号字段,使用电子邮件所列的地址主要联系人,再加上所有电子邮件的帐户记录本身定义的地址。

设置自动捕获选项

为您的站点启用自动捕获后,默认情况下也会为您启用它。如果您不想看到这些消息,则可以关闭此功能。您可以随时重新打开它。为您的网站关闭此功能后,您将无法在个人选项中看到该设置。要设置自动捕获选项:

  1. 选择导航栏上的齿轮按钮,然后从菜单中选择“ 选项 ”。选项菜单
  2. “ 设置个人选项”对话框打开。选择电子邮件选项卡。自动捕获个人选项
  3. 根据需要,将“活动列表”选项中的“ 不在客户参与的Dynamics 365中跟踪显示电子邮件”设置为“ 是”或“ 否”
  4. 选择确定

传入的未跟踪电子邮件支持

以下描述了对各种同步方法的查看,打开和跟踪未跟踪电子邮件的支持。

传入电子邮件的同步方法 查看未跟踪的电子邮件 打开未跟踪的电子邮件 跟踪未跟踪的电子邮件
没有 N / A,跟踪需要服务器端同步
服务器端同步电子邮件未批准测试未运行 没有
服务器端同步,电子邮件已批准启用测试
Microsoft Dynamics 365 for Outlook N / A,跟踪需要服务器端同步
Email Router N / A,跟踪需要服务器端同步
转发邮箱 没有 没有 没有

隐私声明

有关自动捕获的特定隐私信息,请参阅隐私声明

也可以看看

配置并启用嵌入式智能

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