Exam MB-310 topic 1 question 78 discussion

DRAG DROP -
You are using Microsoft Excel to complete budget planning for the next fiscal year.
Budget template data must be gathered in real time from Dynamics 365 Finance during the budget planning process.
You need to create a budget planning template by using Microsoft Excel.
Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.
Select and Place:

Suggested Answer:
Step 1: Enter data from the current year's budget planning template.
Create a new template from existing data
Step 2: Add data connector fields.
Microsoft Excel can change and quickly analyze data. The Excel Data Connector app interacts with Excel workbooks and OData services that are created for publicly exposed data entities. The Excel Data Connector add-in enables Excel to become a seamless part of the user experience. The Excel Data Connector add-in is built by using the Office Web add-ins framework.
Step 3: Upload the template.
When you have your Excel template customized the way you want, you can upload it into Dynamics 365. Where you upload the template determines its availability.
Reference:
https://docs.microsoft.com/en-us/dynamics365/fin-ops-core/dev-itpro/office-integration/office-integration https://portal.dynamics365support.com/knowledgebase/article/KA-01250/en-us