Exam MB-910 topic 1 question 26 discussion

Actual exam question from Microsoft's MB-910

Question #: 26
Topic #: 1

HOTSPOT -
You are a sales manager working for a paper manufacturer.
You need to create customers in Dynamics 365 Sales and attach the customer's contract to the customer record as a PDF file.
Which record type should you use? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
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Reference:
https://www.inkeysolutions.com/blogs/attach-files-to-notes-record-of-microsoft-dynamics-365-crm-ce-from-the-d365-crm-custom-portal/

by HaCha at Oct. 7, 2021, 5:46 p.m.

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SD2020

Highly Voted 10 months, 3 weeks ago

Correct 1 => Accounts 2 => Notes A customer or a client is called "Accounts" on D365 If the "Notes" feature is available on the form ( notes are available in the "Timeline Section" on the form ), then a file can be attached. KEEP IN MIND, for attaching files, the "notes" option should be available. Notes provide you the option to store "comments or notes" & also if you like an attachment

upvoted 9 times

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