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Question 23 - MB-280 discussion

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DRAG DROP

Your organization works with larger customers (accounts) that can have a single holding and then many subsidiaries through different levels in a parent-child relationship.

The chief commercial officer wants the sales team to start creating different account plans for each individual subsidiary.

You need to create a new custom account plan table so that records can have the same parent-child relationships as the account records. The relationships must be able to be visualized in a hierarchy.

Which four actions should you perform in sequence before saving and publishing your changes' To answer, move the four appropriate actions from the list of actions to the answer are a. Arrange the four actions in the correct order.


Question 23
Correct answer: Question 23

Explanation:

Create a 1

Self-Referential Relationship and Mark It as Hierarchical:

Establish a self-referential relationship within the Account Plan table where one record can be linked to another within the same table. Choose a 1

relationship type, where one parent account plan can have multiple subsidiary account plans.

Mark this relationship as hierarchical to enable visual representation of the hierarchy. This is essential for tracking parent-subsidiary structures in a hierarchical view.

Open the Advanced Relationship Settings:

After setting up the hierarchical relationship, go to the Advanced Relationship Settings. This allows you to fine-tune options related to cascading behavior, which will control how changes in parent records impact related child records.

Go to the Hierarchy Settings Grid View:

Finally, navigate to the Hierarchy Settings to configure the visualization settings for this relationship. The Hierarchy Settings will enable you to define how the hierarchy is displayed, allowing users to see the parent-child relationships clearly.

Once configured, publish the changes so that users can access the hierarchical view within the system.

By following these steps, you will have configured the new custom account plan table with hierarchical visualization, meeting the requirements to manage and display complex parent-child relationships within your Dynamics 365 system.

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asked 12/10/2024
Vincent Dsouza
37 questions
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