Microsoft Dynamics 365 Customization and Configuration (legacy) — Question 36

You add a lookup for contacts to the case form.
You need to display the most recent primary phone number for a contact on the case form while minimizing administrative effort.
What should you do?

Answer options

• A. Use a workflow to copy the phone number to a new field on the case when the contact changes.
• B. Use a quick view form to display the phone number.
• C. Use a web resource to query and display the phone number.
• D. Use field mapping during record creation to copy the phone number to a new field on the case.

Correct answer: B

Explanation

The correct option, B, is ideal because a quick view form can display relevant data from the related contact without extra administrative tasks. Options A and D require additional workflows or mappings that increase maintenance overhead, while option C involves more complexity by querying data through a web resource, which is unnecessary for simply displaying a phone number.