Microsoft Dynamics 365 Sales — Question 126
You manage a Dynamics 365 environment. A user named User1 begins work on an opportunity.
User1 asks a user named User2 to assist with the opportunity while she is on vacation.
You need to ensure that User2 can access the opportunity and that User1 retains ownership of the opportunity.
What should you do?
Answer options
- A. Assign the record to User2.
- B. Grant User2 the stakeholder role.
- C. Add User2 to the Owner team.
- D. Add User2 to an Access team.
Correct answer: D
Explanation
The correct answer is D because adding User2 to an Access team allows them to collaborate on the opportunity without changing its ownership. Option A is incorrect as assigning the record to User2 would transfer ownership. Option B does not ensure access to the opportunity itself, and Option C would also transfer ownership to the team.