Microsoft Dynamics 365 Fundamentals (legacy) — Question 72

A company uses Dynamics 365 Finance. The company plans to implement Dynamics 365 Sales. Customer information resides in different systems in addition to
Dynamics 365. The systems use different customer numbers for the same customers.
You need to recommend a solution for the customer to meet the following requirements:
✑ Use the same number to represent a customer in both systems.
✑ Prevent users from having to enter data for common fields such as address and phone number into both systems.
What are two possible ways to achieve this goal? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.

Answer options

Correct answer: A, C

Explanation

The correct answers, A and C, provide effective solutions for ensuring consistent customer identification and reducing data entry redundancy. A allows for the creation of standardized templates that align with the Common Data Model, while C facilitates integration through the Common Data Service. Options B and D are less effective as custom code can complicate maintenance and spreadsheets do not provide a reliable or automated way to sync data between systems.