Q
A company uses Dynamics 365 Finance.
You use the Report designer to create reports for management. Management reviews the reports weekly.
You need to distribute the reports to the management team weekly.
Which two actions can you perform? Each correct answer presents a complete solution.
Question Info
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Explanation
This item tests the candidate’s knowledge of how to send reports to others, which is a capability of Dynamics 365 Finance.
You can export the fields to an Excel file and send the file as needed. You can export the report to a PDF and have it sent to the stakeholders. Setting up a balance sheet report just sets up a report; it is not a type of report and not a way to distribute it. Saving the report in Summary view just shows the view; it does not send it to the stakeholders.
Financial reporting - Training | Microsoft Learn
Generate financial reports - Finance & Operations | Dynamics 365 | Microsoft Learn
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