The assistant to the sales leader has some questions on how delegation works when using the Dynamics 365 App for Outlook. They want to know how columns are populated when an email is tracked.
You need to explain the behavior of the tracked email messages, in particular, what is set as the owner of the tracked email from a delegated mailbox.
What should you convey?
You are the Dynamics 365 administrator at an organization that uses both Dynamics 365 Customer Insights - Journeys and Dynamics 365 Sales.
You have configured Customer Insights - Journeys to create leads from web form submissions.
You also allow your sales users to create leads using the user interface.
Your organization has recently hosted an event at a conference.
You have a Customer Insights - Journeys web form to capture leads immediately at the conference.
You expect sales users to enter lead information for prospects they meet at the event in the week after the conference.
You need to keep your data clean while also capturing all the valid leads from the event.
What should you do?
In the weeks leading up to the holiday season, the marketing department sets up a new segment-based journey.
The journey sends a marketing email to all wine enthusiasts who meet the following requirements:
1. The wine enthusiasts have a recorded wine order against their contact record.
2. The wine enthusiasts live in Europe.
You need to ensure that newly added wine enthusiasts also receive this email automatically.
How should you set up the segment?
You install LinkedIn Sales Navigator into Dynamics 365 Sales.
The company wants to automatically populate the LinkedIn Profile for the lead contact when following up on a lead.
You need to configure the system.
What should you do?
You are implementing Dynamics 365 Customer Insights - Data as the company ' s Customer Data Platform.
You set up the data sources and start the unification process. You need to identify the primary table within the Matching conditions page.
Which two criteria should you use to determine the primary table? Each correct answer presents a complete solution. Choose two. NOTE: Each correct selection is worth one point.