MB-800 · Question #281
Drag and Drop Question A company is implementing Dynamics 365 Business Central. The customer service team communicates daily with the customers by using Outlook. The customer service team requires…
The correct answer is Contact insights; Contact insights; Document Link. Dynamics 365 Business Central – Outlook Add-in Options Explained The Three Requirements vs. Correct Answers | # | Requirement | Correct Option | |---|---|---| | 1 | Look up a business contact when composing an email | Contact insights | | 2 | Create a sales quote and send it…
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Drag items
Correct arrangement
- Contact insights
- Contact insights
- Document Link
Explanation
Dynamics 365 Business Central – Outlook Add-in Options Explained
The Three Requirements vs. Correct Answers
| # | Requirement | Correct Option |
|---|---|---|
| 1 | Look up a business contact when composing an email | Contact insights |
| 2 | Create a sales quote and send it without leaving Outlook | Contact insights |
| 3 | Open a BC document from a document number in an incoming email | Document Link |
Item-by-Item Explanation
Placement 1 - Contact insights (Requirement: Look up a contact)
The Contact insights pane activates when you open or compose an email. It automatically detects the email address and surfaces the matching Business Central customer/vendor record - including contact details, transaction history, and outstanding balances - directly inside Outlook. This is its core purpose.
Placement 2 - Contact insights (Requirement: Create a sales quote without leaving Outlook)
The same Contact insights add-in also exposes action buttons that let you create Business Central documents (sales quotes, invoices, etc.) from within the Outlook pane. Once created, the document can be emailed back to the customer - all without switching applications. A common mistake is assuming this requires a different add-in. Both requirements 1 and 2 are served by the same Contact insights add-in.
Placement 3 - Document Link (Requirement: Open a BC document from a number in an incoming email)
Document Link scans the body of incoming emails for recognized Business Central document numbers (e.g., "SO-1042") and renders them as clickable hyperlinks. Clicking one opens the corresponding document directly in Business Central. This is specifically designed for the inbound email scenario.
Common Mistakes & Misconceptions
- "Incoming Documents" sounds right for #3 - It doesn't belong here. Incoming Documents is a BC feature for capturing external files (e.g., vendor PDF invoices) to create purchase records. It is not an Outlook add-in action for navigating to BC documents from email text.
- "Sync with Microsoft" for any of these - This option handles data synchronization (contacts, calendar) between BC and Microsoft 365. It has no role in composing emails, creating quotes, or opening documents from email links.
- Using two different add-ins for requirements 1 and 2 - Both are handled by Contact insights. The note "you may use each option more than once" is the hint that this is intentional.
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