A company uses Dynamics 365 Commerce to manage omnichannel operations.
An account manager needs to send reports to customers that contain information such as recent sales orders, customer information, and open quotations from the system.
Each account manager has a requirement to build and use their own report layouts that contain images, static text, and information unique to the customers.
The account managers do not have developer privileges.
The reports must be generated in their final format from Dynamics 365 Commerce.
You need to determine which technology the account managers can use to build their reports.
Which technology should you select?
A company is evaluating the use of workflows within finance and operations apps. The company identified tasks they plan to complete in workflows.
You need to recommend the task types available in finance and operations apps.
What are the two task types that you can recommend? Each correct answer presents a complete solution. Choose two.
NOTE: Each correct selection is worth one point.
A company is implementing Dynamics 365 Finance.
The company must create the structure that provides a breakdown by subcategories of all the company financial transactions by accounting period. Only one structure is requited per legal entity.
You need to configure the structure.
What should you use?
A company implements Dynamics 365 Project Operations for the sales quotation process.
A qualified lead requests a quotation for services.
Which records are used for this stage of the sales process? To answer, select the appropriate option in the answer area.