Home » Microsoft » MB2-708 » What should you use?
You need to create a relationship between email and records by using information that is stored in the email message header, such as the sender and the recipient.
What should you use?
A. The tracking token
B. The Email Router
C. Server-side synchronization
D. Smart matching
Correct Answer: D
Explanation/Reference:
When an incoming email message is processed by the Email Router, the system extracts information associated with the email message subject, sender address, and recipients’ addresses that link the email activity to other Microsoft Dynamics CRM records. This correlation process, also known as smart matching, uses the following criteria to match received email message information to email activities:
* Subject matching. Prefixes, such as RE: or Re:, and letter case are ignored. For example, email message subjects with Re: hello and Hello would be considered a match.
* Sender and recipient matching. The system calculates the number of exact sender and recipient email addresses in common.
When the matching process is complete, the system selects the owner and the object of the incoming email message.