Question
A company has implemented server-side synchronization in Dataverse.
Users have the following synchronization requirements:
• As emails are moved to specific locations within an inbox, the emails must relate back to a specific record in Dataverse.
• Information about key individuals must sync automatically to Outlook.
• Tagged appointments in Outlook must sync automatically to Dataverse.
You need to recommend a solution for each requirement.
What should you recommend? To answer, move the appropriate features to the correct requirements. You may use each feature once, more than once, or not at all. You may need to move the split bar between panes or scroll to view content.
NOTE: Each correct selection is worth one point.
Explanation
Synchronize moved items: Folder-level tracking. With folder-level tracking, you set up Exchange folders that are linked to a specific Dataverse record, so when an email is moved into one of those folders it is tracked automatically and set Regarding that record.
Individuals appear in Outlook: Appointments, contacts, and tasks synchronization. This server-side synchronization setting syncs Dataverse contacts (the key individuals) to Outlook automatically, along with appointments and tasks. Email synchronization only handles incoming and outgoing email messages.
Synchronize tagged appointments: Outlook category tracking. When a user tags an Outlook item, including an appointment, with the Tracked to Dynamics 365 category, server-side synchronization picks it up and tracks it in Dataverse automatically. Folder-level tracking covers email only, not appointments.
