You are a Dynamics Sales administrator for a car dealership. The dealership uses only out-of-the-box functionality. When a new car is sold, the salesperson uses a Word template to generate a letter from the quote to thank the customer.
You need to determine if you can revise the template.
Which Word template change can you make?
Out-of-the-box Word templates in Dynamics 365 Sales allow you to add fields that are present in the dataset, such as the customer's address. This functionality is straightforward and does not require additional customization beyond the provided template editor. Conditional fields or format changes beyond text formatting are generally not supported in the standard template editor. Hence, adding the address of the customer is a feasible and common modification that aligns with the capabilities of the out-of-the-box Word template functionality.
Correct!
Because it's D365 Sales OOTB, the original Word Template doesn't have customer address field, so we need to add the field. An thankyou email to a specific customer should have their specific address anyway.
D ALL THE MS DOCS REFER TO ADD FIELDS. BUT NOT CONDITIONAL, NEITHER FORMAT A FIELD (created on). The only one reminded is letter D
Does anyone have links to documentation? I can't find much on revising templates
Here you go https://docs.microsoft.com/en-us/dynamics365/sales-professional/manage-word-templates https://docs.microsoft.com/en-us/dynamics365/sales-professional/use-document-templates-sales-professional https://docs.microsoft.com/en-us/dynamics365/sales-professional/admin-settings-overview
This article here covers this question pretty good: https://neilparkhurst.com/2019/07/07/mb-210-microsoft-dynamics-365-for-sales-word-templates/
Why not A?
Should be at least B. Formatting changes are always possible in templates, adding fields is only possible if the field is present in the data set. To me, the question is wrong because you can reasonably assume the Address field to be there, so both D and B are right.
Correct
This question was NOT part of the exam in Aug 2022
If you have experience with Documents CorePack, don't get confused with the OOTB Word Templates, like me.
Why it's not B?
On exam Jan 27, 2022. Passed, choosed D.
D is correct
D is correct
Correct