Once the Microsoft 365 integration is Set up for your User, you can begin capturing emails to AdvisorEngine CRM.
When an email is captured, a stored copy of the email and any attachments are placed in the matching CRM Record. The emails will be located in the Email section of the Record details.
Additionally, Actions can be created with each captured email and linked to the email. See Adding Actions with Captured Emails below for more details.
All settings defined here are per-user only.
You can enable Automatic Email Capturing the Microsoft 365 Configuration dialog. This can be accessed manually from User Profile > User Preferences by clicking for Microsoft 365 Configuration.
When enabled, the Microsoft 365 email capture integration will automatically scan your Outlook inbox and sent folders for emails matching specific criteria (defined below) and capture any matches.
The standard requirements for an email to be captured are:
You can override the default behavior and adjust how some emails are automatically captured by setting up Inbox Routing Rules.
You can still capture and assign emails manually if you do not wish to use automatic email capture or if automatic capture does not match correctly. See Manual Email Capture and Management for more information.
If you want an Action to be created for each captured email, select thebox in the Microsoft 365 Configuration dialog.
Select the Action (Workflow) Templates to use for sent and received emails. The Templates selected must be an active, single-step Workflow Templates. Each email captured will create an Action from the selected Template. If the option is set in your Firm Preferences, the Action Subject will have the email subject automatically appended to it for easy identification.
When captured, the email itself is modified with a small code appended to the end of the message that helps AE CRM identify that the email has been captured and which Action it was attached to. This is also used in keeping emails in a reply chain together when captured. See Reply Chain Captures below.
Each email captured with an Action associated has a routing code appended to the email body to identify its capture location. This code will generally persist through replies allowing AE CRM to route and capture all email in a conversation to the same Action automatically. Reply chain captures will override Inbox Forwarding Rules or capture criteria defined above, but not any Inbox Blocking Rules.