Microsoft Dynamics 365 Fundamentals (CRM) — Question 30

You are a sales representative for a company that sells furniture. You collaborate with an engineering team and a design team to support customer proposals.
The latest versions of all proposals must be available to both teams. Team members must be able to edit the proposals in real time.
You need to attach a proposal to a customer record.
Which mechanism should you use to attach the proposal?

Answer options

• A. Timeline attachment
• B. Word template
• C. Documents tab

Correct answer: C

Explanation

The correct answer is C, as the Documents tab is designed for attaching files directly to customer records, allowing easy access and collaboration. Option A, Timeline attachment, is not suitable as it does not provide the necessary functionality for proposal management. Option B, Word template, is related to creating documents but does not facilitate real-time editing or linking to customer records.