What should you do?

You are a Dynamics 365 Sales administrator for a car dealership. You create a custom Service entity.

Salespeople must be able to see all related appointments in the timeline. A salesperson creates an appointment but is unable to see any Service records available in the Regarding field. Salespeople have permission to view service record.

You need to ensure that the salesperson is able to connect the appointment to the service.

What should you do?
A . Create a connection to the Service record.
B. Add a timeline to the Service form.
C. Enable activities on the Service entity.
D. Assign privileges to Activities.

View Answer

Answer: B

Explanation:

Reference: https://docs.microsoft.com/en-us/dynamics365/outlook-app/enable-a-custom-entity-to-appear-in-the-regarding-lookup