Microsoft Dynamics 365 Sales — Question 28

You manage a Dynamics 365 environment. Salespeople use a template from the Sales Hub to create quotes.
A member of the sales team requests that you change the order in which columns display in customer quotes.
You need to modify the quote template.
What should you use?

Answer options

• A. template editor
• B. mail merge template
• C. Microsoft Word template
• D. Report Wizard

Correct answer: C

Explanation

The correct answer is C, Microsoft Word template, because it allows for editing the layout and structure of the quote, including column arrangements. Options A and D do not pertain to modifying templates for quotes, while option B is specifically for merging data into documents rather than altering the template design itself.