Once the Microsoft 365 integration is Set up for your User, you have access to the Email Management Workspace, allowing you to manually capture or manage any mis-captured emails as needed.
The Email Mgt. navigation option will appear on the Site Navigation bar once Microsoft 365 setup is complete. The workspace allows you to view your Outlook folders and make changes to the capture assignments as needed.
The left pane will show all your Outlook email folders. Navigate and select any of your folders to display the email contents in the main Grid.
The primary section of the window contains a standard AE CRM Grid populated with the email contents of the selected folder. Standard Grid Features are available.
Tools and Features
Emails that are not captured through the auto-capture option in Profile settings can be manually captured in a variety of ways in the Email Management workspace. The following possibilities are available:
Each option may be performed on a single email through the quick menu button at the head of an email row or may be performed in bulk by selecting multiple emails with the checkboxes and using themenu.
Auto-match to Record and capture
If Automatic Email Capture is not enabled for your user, you can still quick capture select emails using the same functionality. To auto-match and capture an email, use the Automatic Capture.option. Selected emails will be processed according to the same rules used for
When a match is made, Actions will only be created if thesetting is enabled in the Microsoft 365 User Profile configuration.
Link to an existing Action
To link a selected email to an existing Action, use theoption.
The email is captured to the associated Record and linked to the selected Action.
To change the Action assignment, first Unattach the email (see below) then use this process to assign it to the correct Action.
Capture to specific Record, with or without a new Action
To manually capture an email to a specific Record, use theoption. A new Action can be created as part of this process.
The email is captured to the selected Record and can be viewed in the Email section of the Record. If selected, a new Action is created and linked to the email as well.
To change the Record assignment, first Unattach the email (see below) then use this process to assign it to the correct Record.
To reverse an email capture, use theoption in the menu.
The email(s) are removed from the associated Record and Action. The email itself remains in your Outlook folder if you need to re-capture it later.