You are designing the user experience for sales users at your organization for a variety...

Microsoft MB-280 Question Answer

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 area. 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

Explanation:

The correct order of actions to enable sales users to view information from custom attributes on leads directly within opportunity records, without navigating to the lead record, is as follows:

Select Tables > Lead.

In the Forms area, create a quick view form with the required columns.

Select Tables > Opportunity.

In the Forms area, select the main form you wish to update.

Add the quick view form as a component.

Step by Step Comprehensive Detailed Explanation with ALL Microsoft Dynamics 365 References:

Select Tables > Lead:

Begin by selecting the Lead table, as the attributes that need to be displayed in the Opportunity form originate from the Lead record. This step ensures that you are working with the correct table that holds the data you need.

[Reference: Microsoft Documentation - Access and Customize Tables in Dynamics 365, 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., Reference: Microsoft Documentation - Create Quick View Forms, 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., Reference: Microsoft Documentation - Customize Main Forms in Dynamics 365, 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., Reference: Microsoft Documentation - Add Quick View Forms to Other Forms, 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., , New, ]

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You are designing the user experience for sales users at your organization for a variety...

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