Q
A rental agency uses Dynamics 365 Finance.
You must export all active customer records for the current fiscal year and update each of the payment terms. The updates must publish back to the Dynamics 365 Finance customer master.
You need to complete the export.
Which Dynamics 365 Finance feature should you use?
Question Info
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Explanation
This item tests the candidate's knowledge of the Office integration options available in Dynamics 365 Finance with emphasis on export to Excel capabilities.
The Open in Excel experience uses the Excel Add-in to view and update entity data in Excel, while also allowing a user to refresh and publish data back to Dynamics 365 Finance. Export to Excel provides only static exports of grid data from Dynamics 365 Finance. You need to use the Open in Excel functionality to edit the data and publish changes. Import from Excel is a capability you will find in Dynamics 365 Sales and Service applications. For Dynamics 365 Finance, importing from Excel is handled by using the Excel Add-in. For this question, you need to export data and make changes, so importing data does not meet the requirements. With Export to Word, the data from Dynamics 365 Finance is exported to a Word document. The document contains no references back to Dynamics 365 Finance, and the data cannot be refreshed.
Get introduced to the finance and operations apps - Training | Microsoft Learn
View and update entity data with Excel - Finance & Operations | Dynamics 365 | Microsoft Learn
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