A company sends PDF quotes to customers.
A salesperson wants to revise the look of a quote after selecting the Export to PDF button.
You need to modify the template for the PDF.
Where should you modify the template?
Click on the arrows to vote for the correct answer
A. B. C. D.C.
https://docs.microsoft.com/en-us/dynamics365/sales-professional/create-quote-pdf-sales-professionalTo modify the template for the PDF quotes, you should modify the report. Therefore, the correct answer is B. a report.
Here's why:
In Dynamics 365 Sales, when you export a quote to PDF, the system uses a report to generate the document. Reports are templates that define the layout, formatting, and data that will be included in the exported PDF.
To modify the template for the PDF, you need to modify the report that is used to generate the document. You can do this by opening the report in the Report Designer, which is a tool that allows you to customize and create reports.
Once you have opened the report in the Report Designer, you can modify the layout, formatting, and data that will be included in the exported PDF. For example, you can add or remove fields, change the font size and color, adjust the page layout, and so on.
After you have made your changes to the report, you can save it and then test the PDF export to ensure that the document looks the way you want it to.
In summary, to modify the template for the PDF quotes in Dynamics 365 Sales, you should modify the report using the Report Designer.