Modify Quote Template | MB-210 Exam Answer

C.

To modify the order of columns displayed in customer quotes created by salespeople using a template in Dynamics 365 Sales, you should use the Template Editor.

The Template Editor is a tool in Dynamics 365 Sales that allows you to customize the layout and formatting of various templates used by the application, including quotes. With the Template Editor, you can modify the fields, sections, and tables that appear in the quote template, rearrange them as desired, and add or remove elements as necessary.

To access the Template Editor, you must have the appropriate permissions in Dynamics 365 Sales. Typically, this means being a member of a security role that has the "Customize entity" privilege for the Quote entity.

Once you have access to the Template Editor, you can follow these steps to modify the quote template:

1. Navigate to Settings > Templates > Document Templates in the Dynamics 365 Sales navigation menu.
2. Locate the quote template you want to modify and open it.
3. Click the "Edit Template" button to launch the Template Editor.
4. Use the drag-and-drop interface to rearrange the columns in the quote table as desired. You can also use the toolbar to add or remove columns, change font styles, and apply other formatting options.
5. When you are satisfied with your changes, click "Save" to apply them to the quote template.

It's worth noting that the other options listed in the question are not appropriate for this scenario. Mail merge templates are used for generating personalized letters or emails from a template, but not for quotes. Microsoft Word templates can be used for quotes, but they are not as customizable as the Template Editor and require additional steps to set up. The Report Wizard is used for creating custom reports in Dynamics 365 Sales, but not for modifying templates.