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MB2-712 · Question #36

You work in a customer service organization. Sometimes, when a new record is created, a customer service representative must capture additional data. When this occurs, the representative must call…

The correct answer is D. a business rule. By default, CRM supports creating records from the following activities, also called source types in the context of record creation and update rules: Service activity create-or-update-records-in-crm.aspx

Implement Business Process Flows, Business Rules, and Workflows

Question

You work in a customer service organization. Sometimes, when a new record is created, a customer service representative must capture additional data. When this occurs, the representative must call the customer to capture the missing data. Each record may be missing different data. You need to identify which process type you must use to capture the data. What should you identify?

Options

  • Aa real-time workflow
  • Ba dialog
  • Ca custom action
  • Da business rule

How the community answered

(28 responses)
  • A
    14% (4)
  • B
    4% (1)
  • C
    7% (2)
  • D
    75% (21)

Explanation

By default, CRM supports creating records from the following activities, also called source types in the context of record creation and update rules: Service activity create-or-update-records-in-crm.aspx

Topics

#process types#dialogs#interactive data capture#workflow selection

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