Which setting must be configured for auto capture to function properly?

Disable ads (and more) with a premium pass for a one time $4.99 payment

Prepare for the Dynamics 365 Sales Functional Consultant Exam with our comprehensive practice tests. Test your knowledge with realistic questions, explanations, and hints to ensure you are fully prepared.

For auto capture to function effectively, the email tracking option must be configured appropriately. This setting is pivotal because it enables Dynamics 365 to monitor and log email communications with customers directly into the system. When emails are tracked, the platform can automatically associate them with the corresponding records, such as contacts and leads. This facilitates seamless integration of communication history, ensuring that sales representatives have a comprehensive view of their interactions with customers.

When the email tracking option is enabled, it allows Dynamics 365 Sales to capture relevant data from emails sent and received, which enhances the ability to manage relationships and follow up on leads efficiently. It ensures that pertinent information is captured automatically, reducing manual entry and helping maintain accurate records.

The other settings mentioned—data integration settings, task creation parameters, and user authentication methods—while important in their respective functions, do not directly impact the auto capture feature as decisively as the email tracking option, which is specifically designed to link email interactions with sales records.

Subscribe

Get the latest from Examzify

You can unsubscribe at any time. Read our privacy policy