Q
A company uses Microsoft Dynamics 365 Customer Service as its CRM system.
The company deploys Microsoft 365 Copilot for Service to customer service representatives who use Microsoft Teams and Outlook.
Users can open the Copilot for Service app in Outlook, but saving emails and appointments to Dynamics 365 Customer Service fails for most users.
You need to configure the CRM environment to support saving Outlook emails and appointments.
What should you do?
Question Info
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Explanation
Objective:
2.3 Orchestrate configuration for prebuilt agents and apps
What This Item Tests:
Orchestrate the configuration of Microsoft 365 Copilot for Sales and Microsoft 365 Copilot for Service
Additional Reading:
Service in Microsoft 365 Copilot architecture
Rationale:
Server-side synchronization with Exchange Online is required for Dynamics 365 to track and save emails and appointments from Outlook, and approving and testing user mailboxes ensures proper configuration; Enabling a Salesforce connector is unrelated to Dynamics 365 Customer Service; Installing or pinning the app in Teams does not enable email and calendar synchronization; Transcription settings in Teams are unrelated to Outlook email and appointment tracking.
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