Your company uses Dynamics 365 Sales. You need to prepare and send a quote to a customer. What are two possible ways to achieve the goal? NOTE: Each correct selection is worth one point.
A.
Close the quote
B.
Generate a document by using a Microsoft Word template.
Correct : B,C
Word Template: Word templates will allow users to design and customize the template (add an image). Data will also be populated in the formatted document.
B,C are correct
When you attempt to generate the PDF for the quote, Dynamics 365 Word Templates are used. So, you will need to ensure you have Word Templates set up for your Quotes entity.
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