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MB-280 · Question #26

You are running Dynamics 365 Sales for a pharmaceutical company. The hospitals are set up as accounts. The nurses are set up as contacts under each hospital name. A nurse works for HospitalA and…

The correct answer is D. Open the contact record for the nurse and create a connection to HospitalB. In Dynamics 365 Sales, a Contact can only have one parent Account by default. Since the nurse works for both HospitalA and HospitalB, you need to associate the nurse with the second hospital without changing the primary account. The best way to achieve this is by creating a…

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Question

You are running Dynamics 365 Sales for a pharmaceutical company. The hospitals are set up as accounts. The nurses are set up as contacts under each hospital name. A nurse works for HospitalA and HospitalB part time. You add the nurse as a contact for HospitalA. You realize you can add the nurse as a contact to only one hospital. You need to ensure that the nurse is associated with both hospitals in the system. What should you do?

Options

  • ACreate business units for HospitalA and HospitalB. Open the contact record for the nurse and
  • BCreate an access team that has the nurse as owner. Open the HospitalA account record and
  • COpen the HospitalB record and assign the nurse to a task activity.
  • DOpen the contact record for the nurse and create a connection to HospitalB.

How the community answered

(42 responses)
  • A
    5% (2)
  • B
    2% (1)
  • C
    5% (2)
  • D
    88% (37)

Explanation

In Dynamics 365 Sales, a Contact can only have one parent Account by default. Since the nurse works for both HospitalA and HospitalB, you need to associate the nurse with the second hospital without changing the primary account. The best way to achieve this is by creating a connection between the nurse's contact record and HospitalB. Connections in Dataverse allow you to relate records without changing ownership or structure. You can define a connection role, such as "Works for," to indicate the nurse's relationship with HospitalB while maintaining the existing link with HospitalA.

Topics

#connections#contact relationships#multiple account associations#relationship management

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