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PL-200 · Question #47

You are a Dynamics Sales administrator for a car dealership. The dealership uses only out- of- the-box functionality. When a new car is sold, the salesperson uses a Word template to generate a…

The correct answer is D. Add the address of the customer. Out-of-the-box Dynamics 365 Word templates support adding fields from the primary entity and its directly related entities using standard XML data binding. Adding the customer's address fields (from the related Contact or Account entity) is fully supported this way. Conditional…

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Question

You are a Dynamics Sales administrator for a car dealership. The dealership uses only out- of- the-box functionality. When a new car is sold, the salesperson uses a Word template to generate a letter from the quote to thank the customer. You need to determine if you can revise the template. Which Word template change can you make?

Options

  • AAdd the Discount field conditionally.
  • BFormat the table to have alternating color rows.
  • CFormat the Created On field to a long date format.
  • DAdd the address of the customer.

How the community answered

(36 responses)
  • B
    8% (3)
  • C
    3% (1)
  • D
    89% (32)

Explanation

Out-of-the-box Dynamics 365 Word templates support adding fields from the primary entity and its directly related entities using standard XML data binding. Adding the customer's address fields (from the related Contact or Account entity) is fully supported this way. Conditional field display (A) is not natively supported in Word templates without VBA macros or custom code. Alternating color rows in a table (B) requires macros or manual formatting and cannot be driven dynamically by the template engine. Custom date format strings such as long date format (C) are not configurable through the standard Dynamics 365 Word template designer - date fields render in a fixed format. Only option D is achievable with standard, out-of-the-box functionality.

Topics

#Word Templates#Document Generation#Model-driven apps#Dynamics 365 Sales

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