Microsoft Dynamics 365 Sales — Question 133
A company uses Microsoft SharePoint document management in Dynamics 365 Sales to store contracts.
The company wants only the contracts team to have access to the documents. The contracts team has a custom security role.
You need to restrict privileges to secure the documents.
What should you do?
Answer options
- A. Update privileges in the Dynamics 365 Sales security role of the contract team.
- B. Create a new group in the SharePoint site.
- C. Create a new security role in Dynamics 365 Sales.
- D. Update the users list in the SharePoint site.
Correct answer: B
Explanation
Creating a new group in the SharePoint site allows for specific access control tailored to the contracts team, ensuring that only they can view the documents. Updating privileges in the Dynamics 365 Sales security role or creating a new security role may not provide the direct access control needed within SharePoint. Updating the users list in SharePoint does not effectively manage permissions for document access.