Microsoft Dynamics 365 Fundamentals Practice Exam

What is the first step to link Outlook contacts with D365?

1. Deploy D365 App for Outlook

2. Integrate via Microsoft Graph

3. Use Power Automate to sync

4. Set up Exchange Online

The correct answer is: Deploy D365 App for Outlook

Linking Outlook contacts with Dynamics 365 is primarily initiated by deploying the Dynamics 365 App for Outlook. This integration enables users to view and interact with Dynamics 365 data directly from their Outlook application, providing a seamless experience between the two platforms. By deploying the app, users are able to track emails, create new records, and link existing contacts within their Outlook contact list to Dynamics 365. This integration is particularly important for organizations that rely on both Outlook for email communication and Dynamics 365 for managing customer relationships, as it ensures that all relevant data can be accessed and managed in one place. Other methods, such as using Microsoft Graph or Power Automate for synchronization, can enhance functionality but are not the foundational steps required to initially connect Outlook contacts to Dynamics 365. Setting up Exchange Online is related to email services but does not directly facilitate the linking process. The deployment of the app specifically provides the necessary framework for integrating and utilizing contact information across both platforms effectively.