MB-910 · Question #142
A company uses Dynamics 365 Sales and Dynamics 365 Customer Service. The management team wants to understand the benefits of the Dynamics 365 App for Outlook. You need to explain the available…
The correct answer is A. Track an email from Outlook to an existing sales order in Dynamics 365 Sales. C. Synchronize an appointment created in Dynamics 365 Sales to Outlook. The Dynamics 365 App for Outlook offers key functionalities for users to seamlessly integrate their email and calendar activities with Dynamics 365 records.
Question
Options
- ATrack an email from Outlook to an existing sales order in Dynamics 365 Sales.
- BCreate a Dynamics 365 email template.
- CSynchronize an appointment created in Dynamics 365 Sales to Outlook.
- DSynchronize a custom field in the contact table to a user-defined field in Outlook.
How the community answered
(20 responses)- A90% (18)
- B5% (1)
- D5% (1)
Why each option
The Dynamics 365 App for Outlook offers key functionalities for users to seamlessly integrate their email and calendar activities with Dynamics 365 records.
Users can track an email directly from Outlook to an existing Dynamics 365 record, such as a sales order, opportunity, or case, associating the communication with the relevant CRM entity.
Creating Dynamics 365 email templates is an administrative task performed within the Dynamics 365 application itself, not through the Dynamics 365 App for Outlook.
The app allows for the synchronization of appointments created in Dynamics 365 Sales directly to the user's Outlook calendar, ensuring consistency across both platforms.
While the app synchronizes contact data, it does not support synchronizing custom fields from a Dynamics 365 contact table to user-defined fields in Outlook directly.
Concept tested: Dynamics 365 App for Outlook features
Source: https://learn.microsoft.com/en-us/dynamics365/outlook/overview
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