You manage a Dynamics 365 Sales environment where users can only view and edit their own records. User2 is assisting with User1's opportunities while User1 is on vacation. User1 remains the owner of…

Question

Options

• AEnsure User2 is added to the Sales team.
• BEnsure User2 is granted the Stakeholder role.
• CEnsure the record is shared with User2.
• DInstruct User2 to follow the record.

• A
  68% (15)
• B
  9% (2)
• C
  5% (1)
• D
  18% (4)

Explanation

• Ensure User2 is added to the Sales team. In Dynamics 365 Sales, a user within the Sales team can update another user's opportunities, but it depends on their security roles and privileges. If a user has the necessary permissions, they can edit and update opportunities owned by other users. * Ensure the record is assigned to User2. * Ensure the record is shared with User2. * Ensure User2 is added to an Access team. * Ensure User2 is added to the Owner team. * Ensure User2 is granted the Stakeholder role. A user with the Stakeholder role in Dynamics 365 Sales cannot directly update another user's opportunities, even if they are the owner of those opportunities. The Stakeholder role primarily defines a relationship with an opportunity (e.g., influencing it, providing expertise), not the ability to manage its core record data. To update another user's opportunities, the user would need a security role that grants write access to the Opportunity entity, and potentially also the ability to work with records owned by other users. * Instruct User2 to follow the record. https://learn.microsoft.com/en-us/dynamics365/sales/security-roles-for-sales

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