Microsoft Dynamics 365 Sales — Question 23

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. Share the record with User2
• B. Grant User2 the security role
• C. Instruct User2 to follow the record
• D. Add User2 to the Sales team

Correct answer: A

Explanation

The correct answer is A, as sharing the record allows User2 to access the opportunity without changing the ownership from User1. Option B is incorrect because granting a security role may give User2 more access than intended. Option C does not provide User2 access to the opportunity itself. Option D simply adds User2 to the team but does not ensure access to the specific record.