Microsoft Dynamics 365 Customer Experience Analyst — Question 9

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 an Access team.
• B. Ensure User2 is added to the Sales team.
• C. Ensure the record is assigned to User2.
• D. Ensure User2 is added to the Owner team.

Correct answer: A

Explanation

The correct answer is A because adding User2 to an Access team grants them the necessary permissions to collaborate on User1's records. Options B, C, and D do not address the specific requirement for collaboration on records owned by another user, which is limited to Access team members.