Microsoft
MB-280 · Question #139
Drag and Drop Question Your sales team indicates there are too many fields on accounts in Copilot for Sales. You need to remove certain fields from the Copilot for Sales account form. Which three…
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Perform Dynamics 365 Sales customizations
Question
Drag and Drop Question Your sales team indicates there are too many fields on accounts in Copilot for Sales. You need to remove certain fields from the Copilot for Sales account form. Which three actions should you perform in sequence before saving and publishing the form? To answer, move the appropriate actions from the list of actions to the answer area. Arrange the three actions in the correct order. Answer:
Exhibit
Answer Area
Drag items
Select forms in the Copilot for Sales admin settings.Hover over the field you want to remove and select the garbage bin icon.Select Account as the record type.Locate the correct section for the field.Select the field you want to remove and drag the field off the form.
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Topics
#Copilot for Sales#form customization#account form#field management