A company needs to create customer-facing documents in Dynamics 365 Finance.
The company does not have an in-house developer.
You need to determine a solution for creating the documents.
Which three tools should you recommend? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
Click on the arrows to vote for the correct answer
A. B. C. D. E.BCD.
In order to determine the solution for creating customer-facing documents in Dynamics 365 Finance, we need to consider the capabilities of various tools available in the system.
Here are the explanations for the recommended tools:
A. SSRS Reports: SQL Server Reporting Services (SSRS) is a server-based reporting platform that allows users to create, manage, and deliver reports. SSRS is an ideal tool for creating reports and invoices in Dynamics 365 Finance. You can create complex reports with charts, tables, and matrixes, which can be exported to different formats such as PDF, Excel, Word, and HTML.
B. Microsoft Excel: Microsoft Excel is a powerful tool for creating documents, including invoices, statements, and other financial documents. Dynamics 365 Finance can integrate with Excel, allowing users to create templates and import data directly from the system. Excel is an excellent tool for users who are familiar with the application and need to create ad-hoc reports quickly.
C. Electronic Reporting: Electronic reporting (ER) is a tool that allows users to create, modify, and format electronic documents, including customer-facing documents. ER can generate reports in various formats, including XML, JSON, and CSV, which can be used to integrate with other systems or to share data with customers. ER is a highly customizable tool that allows users to create reports that meet their specific needs.
D. Microsoft Word: Microsoft Word is a powerful word processing tool that can be used to create customer-facing documents such as invoices, statements, and other financial documents. Dynamics 365 Finance can integrate with Word, allowing users to create templates and import data directly from the system. Word is an excellent tool for users who are familiar with the application and need to create ad-hoc reports quickly.
E. Financial Reports: Financial reports are predefined reports in Dynamics 365 Finance that can be used to create financial statements and other financial reports. Financial reports are highly customizable and can be modified to meet specific reporting requirements. Financial reports are an excellent tool for users who need to create financial reports quickly and do not require extensive customization.
In summary, the recommended solutions for creating customer-facing documents in Dynamics 365 Finance are SSRS reports, Electronic Reporting, and Microsoft Word. These tools provide a wide range of capabilities for users who need to create custom reports quickly and efficiently. However, the specific solution will depend on the user's requirements and the type of documents they need to create.