Microsoft Dynamics 365 Customer Experience Analyst — Question 23

You manage a Dynamics 365 Sales environment where users can only view and edit their own records.

User2 is assisting with User1’s opportunities while User1 is on vacation. User1 remains the owner of User1’s opportunities.

User2 has reported that they CANNOT update User1’s opportunities.

You need to diagnose the issue.

What should you do?

Answer options

• A. Ensure User2 is added to the Sales team.
• B. Ensure User2 is granted the Stakeholder role.
• C. Ensure the record is shared with User2.
• D. Instruct User2 to follow the record.

Correct answer: C

Explanation

The correct answer is C because sharing the record with User2 would grant them the necessary permissions to edit User1's opportunities. The other options do not resolve the issue since adding User2 to the Sales team or granting them the Stakeholder role does not provide access to User1's specific records, and following the record does not allow for editing capabilities.