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Enable or disable attachment saving for emails and meetings

Important

This content is archived and is not being updated. For the latest documentation, go to What's new or changed in Microsoft Copilot for Sales. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.

Enabled for Public preview General availability
Admins, makers, marketers, or analysts, automatically - Aug 30, 2024

Business value

This feature is designed for administrators who need to manage CRM storage efficiently. As an administrator, you can control whether email and meeting attachments are saved automatically to your CRM. This feature helps reduce costs associated with unnecessary storage of attachments by ensuring only relevant attachments are saved, preserving important context without overloading your system.

Feature details

This feature allows you to control whether email and meeting attachments are saved to CRM by default. You can enable or disable the Save email and meeting attachments to CRM feature and set default behaviors, such as saving all or no attachments by default. This flexibility helps you manage the CRM storage efficiently, reducing costs associated with unnecessary storage of attachments.

You'll see four settings for both email and meeting attachments to choose from:

  1. Enable or disable saving email attachments to CRM.

    • If saving email attachments is enabled, choose whether all email attachments should be automatically selected to save to CRM by default.
  2. Enable or disable saving meeting attachments to CRM.

    • If saving meeting attachments is enabled, choose whether all meeting attachments should be automatically selected to save to CRM by default.

This capability is available in:

  • Copilot for Sales product area: Microsoft Outlook, Microsoft Teams

See also

Configure attachment saving settings (docs)