Explore the key features of the Dynamics 365 App for Outlook. Learn how email tracking and appointment synchronization can streamline your workflow and enhance productivity.
Table of Contents
Question
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 features.
Which two features should you explain?
Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
A. Track an email from Outlook to an existing sales order in Dynamics 365 Sales.
B. Create a Dynamics 365 email template.
C. Synchronize an appointment created in Dynamics 365 Sales to Outlook.
D. Synchronize a custom field in the contact table to a user-defined field in Outlook.
Answer
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.
Explanation
The Dynamics 365 App for Outlook has several features that enhance productivity and provide integration between Dynamics 365 Sales and Outlook.
A. Track an email from Outlook to an existing sales order in Dynamics 365 Sales: This feature allows users to track emails related to a specific sales order in Dynamics 365 Sales. Once an email is tracked, it becomes a part of the sales order record in Dynamics 365 Sales. This helps in maintaining a complete history of communication related to the sales order.
C. Synchronize an appointment created in Dynamics 365 Sales to Outlook: This feature ensures that appointments created in Dynamics 365 Sales are automatically synchronized with the user’s Outlook calendar. This helps in maintaining a unified calendar and ensures that the user is always aware of their schedule.
Microsoft Dynamics 365 Fundamentals Customer Engagement Apps (CRM) MB-910 certification exam practice question and answer (Q&A) dump with detail explanation and reference available free, helpful to pass the Microsoft Dynamics 365 Fundamentals Customer Engagement Apps (CRM) MB-910 exam and earn Microsoft Dynamics 365 Fundamentals Customer Engagement Apps (CRM) MB-910 certification.