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Question 2 - MB-280 discussion

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DRAG DROP

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 are a. 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


Question 2
Correct answer: Question 2

Explanation:

In the Forms Area, Create a Quick View Form with the Required Columns:

Within the Lead table, go to the Forms section and create a Quick View form. The Quick View form will be designed to include the necessary custom attributes from the Lead table.

This step is crucial as the Quick View form will later be embedded in the Opportunity form to provide context about the originating lead.

Select Tables > Opportunity:

After configuring the Quick View form in the Lead table, navigate to the Opportunity table where you will embed this Quick View form.

In the Forms Area, Select the Main Form You Wish to Update:

Within the Opportunity table, go to the Forms area, and select the Main Form that sales users will use. This is where you will add the Quick View form created from the Lead table.

Add the Quick View Form as a Component:

Finally, add the previously created Quick View form as a component on the Opportunity Main Form. This will enable the embedded display of lead information, allowing users to view lead data directly within the Opportunity form.

Once added, save and publish the form to make the changes effective.

By following these steps, sales users can access lead information within the Opportunity form itself, streamlining their workflow by removing the need to navigate to the Lead record.

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asked 12/10/2024
Raja Tarazi
39 questions
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