A company uses Dynamics 365 Sales. The company creates sales proposals as PDF documents. The company wants multiple users to access the latest version of a sales proposal in Dynamics 365 Sales. Many u

The correct answer is D. Microsoft Teams. Microsoft Teams is the correct recommendation because it allows files (such as PDF sales proposals) to be shared and accessed by both Dynamics 365 Sales users and users who do not have a Dynamics 365 license, since Teams is part of Microsoft 365. Teams channels provide version-co

Submitted by takeshi77· Apr 18, 2026Describe Dynamics 365 Sales

Question

A company uses Dynamics 365 Sales. The company creates sales proposals as PDF documents. The company wants multiple users to access the latest version of a sales proposal in Dynamics 365 Sales. Many users do not have access to Dynamics 365 Sales. You need to recommend an app for the company. Which app should you recommend?

Options

ADynamics 365 Sales Insights
BMicrosoft Excel
CMicrosoft Outlook
DMicrosoft Teams

How the community answered

(16 responses)

A
6% (1)
B
6% (1)
C
13% (2)
D
75% (12)

Explanation

Microsoft Teams is the correct recommendation because it allows files (such as PDF sales proposals) to be shared and accessed by both Dynamics 365 Sales users and users who do not have a Dynamics 365 license, since Teams is part of Microsoft 365. Teams channels provide version-controlled file storage via SharePoint, giving all invited members access to the latest document. (A) Dynamics 365 Sales Insights requires a Dynamics 365 license. (B) Microsoft Excel is a spreadsheet tool, not suited for PDF sharing or version control. (C) Microsoft Outlook can send files via email but does not provide a single shared, always-current version of a document.

Topics

#Dynamics 365 Sales#Microsoft Teams#Document Collaboration#External Access

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