MB-910 · Question #196
You use Dynamics 365 Sales for opportunity management. Different salespeople collaborate on opportunities but do not always have the required permissions to access the opportunities. You need to…
The correct answer is C. a connection by using a Sales Team connection role category. In Dynamics 365 Sales, Connection Roles define named relationships between records and users. The out-of-the-box 'Sales Team' connection role category is specifically designed to associate multiple salespeople with an opportunity they are collaborating on, granting them the…
Question
Options
- Aa new 1-to-many relationship and relate the users to the opportunity
- Ba connection by using a Stakeholder connection role
- Ca connection by using a Sales Team connection role category
- Da new many-to-many relationship and relate the users to the opportunity
How the community answered
(36 responses)- A6% (2)
- B17% (6)
- C72% (26)
- D6% (2)
Explanation
In Dynamics 365 Sales, Connection Roles define named relationships between records and users. The out-of-the-box 'Sales Team' connection role category is specifically designed to associate multiple salespeople with an opportunity they are collaborating on, granting them the visibility and access they need without changing their base security roles. A Stakeholder connection role (B) represents external parties such as customer contacts, not internal salespeople. Creating custom 1-to-many or many-to-many relationships (A, D) would require custom development and isn't the recommended approach.
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