CORRECT TEXT

CORRECT TEXT

You are a functional consultant for Contoso Entertainment System USA (USMF).

You plan to import the banking information of a new legal entity to USMF.

You need to identify the format used in the bank account entity by creating an export job. The solution must use a Microsoft Excel data format. To validate your results, save the file in Microsoft Excel format to the DownloadsBank folder.

To complete this task, sign in to the Dynamics 365 portal.

View Answer

Answer: ✑ Navigate to System Administration > Workspaces > Data management.

✑ Click the Framework parameters tile.

✑ In the Shared working directory field, enter C:userspublicdocuments then click Validate.

✑ Click the Export tile.

✑ In the Name field, enter a name for the export job.

✑ In the Entity Name field, select the Bank Account entity.

✑ Click on Add entity.

✑ In the Target data format field, select EXCEL.

✑ Set the Skip staging option to No.

✑ Click the Add button.

✑ Click Export to begin the export.

✑ Click on Download package.

✑ Select the DownloadsBank folder as the location to save the downloaded file.