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You have an opportunity in Dynamics CRM. A coworker requests some information regarding the progress of the opportunity. The coworker does not have access to CRM. You need to send specific details about the opportunity to the coworker. What should you do first?
Correct Answer: B
Explanation/Reference: Explanation After you create and import Microsoft Office Word templates into Microsoft Dynamics CRM, with one click users can generate standardized documents automatically populated with CRM data. Incorrect Answers: C: The coworker just need specific information, which can be exported, not general access through an access team. References: https://www.microsoft.com/en-us/dynamics/crm-customer-center/using-word-templates-in- crm.aspx