Microsoft Dynamics 365 Sales — Question 113

You are a Dynamics 365 Sales administrator for a company that has locations in five regions.
The company's owner wants regional managers to update their own forecasts. The owner wants full transparency for all forecasts to all current and future employees.
You need to allow users to see the forecasts for every region.
What should you do?

Answer options

• A. Add each security role to the forecast configuration.
• B. Grant all security roles access in the forecast configuration.
• C. Add the view privilege to each user's security role.
• D. Grant users' permission to view the Forecast Category field.

Correct answer: R

Explanation

The correct answer is B, as granting all security roles access in the forecast configuration ensures that every user, regardless of their security role, can view the forecasts for all regions. Option A is incorrect because adding each role individually may not cover all users. Option C is not sufficient on its own, as it does not ensure that all roles are included. Option D only provides access to a specific field and does not address the overall visibility of forecasts.