Microsoft Dynamics 365 Core Finance and Operations — Question 32

Your company has Dynamics 365 Finance system.
You are documenting the steps required to add a new customer to the system by using the Task Recorder utility. You want to add a credit check step that will be performed by a third-party app.
You want the credit check step to be part of the documentation.
How should you add the credit check step?

Answer options

• A. Add the step as a Start sub-task
• B. Add the step as an Action step
• C. Add the step as an Info step
• D. Add the step as a Queued Pending step

Correct answer: C

Explanation

The correct answer is C, as an Info step is used to document actions that provide information without needing direct interaction, such as a credit check done by a third-party app. Options A, B, and D are incorrect because they imply actions or statuses that require user interaction or are not suitable for documenting external processes.