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MB-910 · Question #30

You are a sales representative for a company that sells furniture. You collaborate with an engineering team and a design team to support customer proposals. The latest versions of all proposals must…

The correct answer is C. Documents tab. The Documents tab in Dynamics 365 integrates with SharePoint, allowing documents linked to a customer record to be stored in a shared location. This enables multiple teams (engineering and design) to access the latest version of a proposal and collaborate with real-time…

Submitted by ngozi_ng· Apr 18, 2026Describe Dynamics 365 Sales

Question

You are a sales representative for a company that sells furniture. You collaborate with an engineering team and a design team to support customer proposals. The latest versions of all proposals must be available to both teams. Team members must be able to edit the proposals in real time. You need to attach a proposal to a customer record. Which mechanism should you use to attach the proposal?

Options

  • ATimeline attachment
  • BWord template
  • CDocuments tab

How the community answered

(23 responses)
  • A
    4% (1)
  • B
    13% (3)
  • C
    83% (19)

Explanation

The Documents tab in Dynamics 365 integrates with SharePoint, allowing documents linked to a customer record to be stored in a shared location. This enables multiple teams (engineering and design) to access the latest version of a proposal and collaborate with real-time co-authoring through Microsoft 365 (Word Online, etc.). Timeline attachments store files directly on the record's activity feed but do not support real-time collaborative editing or easy version management. Word templates are used to generate documents from record data, not to attach and share collaborative documents.

Topics

#Document management#SharePoint integration#Real-time collaboration#Customer records

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