How should you manage leads?

HOTSPOT

You are working a list of leads in Dynamics 365 Sales.

You have a custom security role that contains the following privileges:

* create and edit user-level privileges on the lead and note entities

* business unit-level append, append to, and assign privileges on the lead and note entities

* organization-level share privileges on the lead and note entities

You need to perform the following actions on leads:

* Add notes to leads

* Assign leads to other users

How should you manage leads? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

View Answer

Answer:

Explanation:

Reference:

https://docs.microsoft.com/en-us/power-platform/admin/security-roles-privileges

https://dynamics-chronicles.com/article/deep-dive-security-roles-dynamics-365