MB-910 · Question #225
A company uses Dynamics 365 Sales Insights. All emails sent to employees related to sales that are in progress must be tracked. You need to suggest emails to track based on contact information…
The correct answer is A. Dynamics 365 App for Outlook. To track emails to Dynamics 365 Sales Insights, configure the Sales Hub settings and the Dynamics 365 app for Outlook. The Sales Hub’s "Track emails" feature, found in the Personal Options, can be set to automatically track emails from Dynamics 365 contacts, leads, and…
Question
Options
- ADynamics 365 App for Outlook
- BAuto capture
- CServer-side synchronization
- DEmail engagement
How the community answered
(27 responses)- A78% (21)
- B15% (4)
- C4% (1)
- D4% (1)
Explanation
To track emails to Dynamics 365 Sales Insights, configure the Sales Hub settings and the Dynamics 365 app for Outlook. The Sales Hub’s "Track emails" feature, found in the Personal Options, can be set to automatically track emails from Dynamics 365 contacts, leads, and accounts. Alternatively, use the Dynamics 365 app for Outlook to manually track and associate emails with relevant sales records like opportunities or contacts. Using the Dynamics 365 app for Outlook 1. Open the Email: Open an email in Microsoft Outlook that you want to track. 2. Open the Dynamics 365 Tab: Click the Dynamics 365 icon to open the dedicated Dynamics 365 pane within Outlook. 3. Set Regarding: In the "Set Regarding" search box, enter the name of the sales record (e.g., a Contact, an Opportunity, or an Account) to which you want to associate the email. 4. Track the Email: Click to track the email to the selected record. https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/sales-marketing-
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