A consultant is rolling out Dynamics 365 Sales Copilot to a sales team. Several sellers report that Copilot never offers to draft summaries from emails with prospects who are not yet tracked as Dynamics records, even though those emails clearly relate to open deals. The consultant checks Auto Capture and finds it is turned off for the environment. What should the consultant do to let Copilot and Sales Insights work with these untracked prospect emails going forward?
Select an answer to reveal the explanation.
Short Explanation
Copilot can only work with what actually lives in Dynamics, and an email from someone who isn't tracked yet is invisible to it no matter how relevant that email is. The fix here is Auto Capture, the feature that watches a connected mailbox and proactively flags messages tied to open deals, even from people who haven't been tracked, so the seller can pull them in with one click. Once that's on and tuned, those prospect emails start feeding the same data Copilot draws on for summaries and suggestions. Forwarding messages by hand doesn't create anything Dynamics recognizes, so that trap just adds busywork without solving the problem. Turning on mail sync is tempting because it sounds related, but sync only moves messages back and forth; it doesn't decide what gets surfaced as a suggestion. And loosening what a seller can see or edit doesn't touch which emails get flagged in the first place, since that's a capture setting, not a permissions setting.
Full Explanation
The correct answer is A. Auto Capture is the Sales Insights feature that scans a connected mailbox for messages tied to existing records and surfaces relevant ones, including emails with contacts not yet tracked, as suggestions the seller can accept to bring into Dynamics. Turning it on and tuning its rules is what lets untracked prospect emails become visible to Copilot and other AI features, since those features only reason over data that has been captured or tracked. Option B is incorrect because manual forwarding does not create a tracked record or feed the Sales Insights pipeline, so Copilot still has no structured context. Option C is incorrect because server-side sync only moves mail and appointments between Exchange and Dynamics; it does not decide which untracked emails get surfaced as capture suggestions, so turning it on alone would not fix the gap. Option D is incorrect because security role privileges control what a user can view or edit, not which emails Auto Capture identifies as relevant, so raising privileges leaves the underlying capture setting unchanged.