You are a mortgage broker for a bank. You need to show the relationship between your Clients and their accountants who are already in the Microsoft Dynamics 365 system. What should you do?

Question

Options

• ACreate a Connection between the Opportunity and the accountant.
• BAdd the accountant as a competitor.
• CTie a Document containing the accountant s business card to the Opportunity,
• DAdd a note to the Opportunity with the accountants' information.

• A
  3% (2)
• B
  82% (50)
• C
  10% (6)
• D
  5% (3)

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