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Microsoft

MB-280 · Question #68

Drag and Drop Question You are designing the user experience for sales users at your organization for a variety of tasks. One of the user experience requirements is for sales users to be able to see i

The correct answer is Select Tables > Lead.; In the Forms area, create a quick view form with the required columns.; Select Tables > Opportunity.; In the Forms area, select the main form you wish to update.; Add the quick view form as a component.. Dynamics 365: Quick View Form for Lead Data on Opportunity Core Concept The solution uses a Quick View Form - a special form type in Dynamics 365 that displays read-only fields from a related record directly on another record's form. Since Opportunity has a built-in "Originating

Perform Dynamics 365 Sales customizations

Question

Drag and Drop Question You are designing the user experience for sales users at your organization for a variety of tasks. One of the user experience requirements is for sales users to be able to see information from custom attributes created for originating leads for opportunities WITHOUT having to navigate to the Lead record. You are already signed in to the correct editing application and you now need to configure the user experience in Dynamics 365 Sales to enable this. Which five actions should you perform in sequence before saving and publishing your changes? To answer, move the five appropriate actions from the list of actions to the answer area. Arrange the five actions in the correct order. NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select. Answer:

Exhibit

MB-280 question #68 exhibit

Answer Area

Drag items

Select Tables > Lead.Add the quick view form as a component.In the Forms area, create a quick create form with the required columns.In the Forms area, create a quick view form with the required columns.Select Tables > Opportunity.In the Forms area, create a card form with the required columns.In the Forms area, select the main form you wish to update.

Correct arrangement

  • Select Tables > Lead.
  • In the Forms area, create a quick view form with the required columns.
  • Select Tables > Opportunity.
  • In the Forms area, select the main form you wish to update.
  • Add the quick view form as a component.

Explanation

Dynamics 365: Quick View Form for Lead Data on Opportunity

Core Concept

The solution uses a Quick View Form - a special form type in Dynamics 365 that displays read-only fields from a related record directly on another record's form. Since Opportunity has a built-in "Originating Lead" lookup relationship to Lead, you can create a Quick View Form on Lead and embed it into the Opportunity main form. Sales users then see Lead custom attributes without ever leaving the Opportunity.

Step-by-Step Breakdown

Step 1 - Select Tables > Lead

You start on the Lead table because the Quick View Form must be defined on the source table - the one whose data you want to display. The form artifact "lives" in Lead's Forms area. Navigating to Opportunity first would be wrong; there's nothing to build there yet.

Step 2 - In the Forms area, create a quick view form with the required columns

On the Lead table, you create a Quick View Form (not Quick Create, not Card) and add the custom Lead attribute columns to it. This form type is specifically designed for read-only display of related record data on a host form. The other distractors exist for different purposes:

  • Quick Create form → rapid data entry in a slide-out panel
  • Card form → compact display in views/dashboards

The Quick View Form must exist before you can reference it elsewhere.

Step 3 - Select Tables > Opportunity

Now you switch to the destination table. Sales users work on Opportunity records, so the Opportunity main form is where the Quick View Form will be embedded. You cannot skip to this step earlier because the component you need to add (the Lead Quick View Form) didn't exist yet.

Step 4 - In the Forms area, select the main form you wish to update

You open the specific Opportunity main form that sales users see. Main forms are the primary interaction surface; only main forms support Quick View Form components. You must be inside the form editor before you can add components to it.

Step 5 - Add the quick view form as a component

Inside the Opportunity main form editor, you insert the Lead Quick View Form as a component. Dynamics 365 resolves the link through the "Originating Lead" lookup field on the Opportunity. At runtime, it reads the related Lead record and renders the Quick View Form's fields inline.

Common Mistakes & Misconceptions

MistakeWhy It's Wrong
Choosing Quick Create formQuick Create is for fast data entry, not display on another record
Choosing Card formCard forms are for views/dashboards, not embedded on main forms
Creating the form on Opportunity instead of LeadThe Quick View Form must be defined on the related table (Lead), not the host table
Adding the component before creating the Quick View FormThe component picker won't have a form to select if it doesn't exist yet
Skipping "select the main form" and trying to add the component from the table levelYou must be inside the form editor to insert components

Why the Order Has Flexibility

The exam notes "more than one correct order" - specifically, steps 1→2 (Lead setup) must precede steps 3→4→5 (Opportunity setup), but within each group the sub-steps are fixed. The constraint is logical dependency: create the source form before referencing it in the destination form.

Topics

#lead qualification#opportunity form customization#custom attributes#form editor

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