Autosync the Email Responses of Manually Shared Emails

You can configure email sync so that replies received by users for previously shared emails get shared automatically with Sales.

Here are the high-level steps to enable this feature:

  • Set the ORA_ZCA_ENABLE_TRACKING_EMAIL_CONVERSATIONS profile option.
  • Select the Enable Auto Capture of Email Responses check box in the Manage Microsoft 365 task page.

Set the Profile Option

  1. In the Setup and Maintenance work area, go to:
    • Offering: Sales
    • Functional Area: Sales Foundation
    • Task: Manage Administrator Profile Values
  2. On the Manage Administrator Profile Values page, search for the profile option, ORA_ZCA_ENABLE_TRACKING_EMAIL_CONVERSATIONS.
  3. Set the profile to Yes at the Site level.
  4. Save your changes.

Enable the Autocapture of Email Replies

  1. Navigate to the Synchronization Settings page: In the Setup and Maintenance work area, use:

    • Offering: Sales
    • Functional Area: Integrations
    • Task: Manage Microsoft 365
  2. Under Email Sync, set the Autocapture replies to shared emails option to a yes value.
  3. Save your changes.

    The replies that user receive to previously shared emails are autoshared with the Sales application.