A sales representative at a company uses Dynamics 365 Sales. The representative is assigned the Salesperson security role. The representative requires a list that has only full name, address, phone number, and opportunity amount. The system does not provide this setup by default. Other sales representatives must be able to display the same information and format when necessary. You need to set up the system. What should you create?

QuestionsCategory: MB-210A sales representative at a company uses Dynamics 365 Sales. The representative is assigned the Salesperson security role. The representative requires a list that has only full name, address, phone number, and opportunity amount. The system does not provide this setup by default. Other sales representatives must be able to display the same information and format when necessary. You need to set up the system. What should you create?
Admin Staff asked 4 months ago
A sales representative at a company uses Dynamics 365 Sales. The representative is assigned the Salesperson security role.
The representative requires a list that has only full name, address, phone number, and opportunity amount. The system does not provide this setup by default.
Other sales representatives must be able to display the same information and format when necessary.
You need to set up the system.
What should you create?

A. system dashboard

B. personal view, and share it with the other representatives

C. system view

D. report that is sent to the team once a day








 

Suggested Answer: B



This question is in MB-210 Microsoft Dynamics 365 Sales Functional Consultant Exam
For getting Microsoft Certified: Dynamics 365 Sales Functional Consultant Associate Certificate


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