Which three actions should you perform in sequence?

DRAG DROP

A company implements Dynamics 365 Sales.

Only sales managers must be able to perform the approval to move high value sales on in the opportunity qualification process. A new field must be created to capture the approval.

You need to create and secure the new field.

Which three actions should you perform in sequence? To answer, move the appropriate actions from the list of actions to the answer area and arrange them in the correct order.

View Answer

Answer:

Explanation:

Step 1: Enable field security in the Approval field.

✑ Enable field security on one or more fields for a given entity.

✑ Associate one more existing security profiles, or create one or more new security profiles to grant the appropriate access to specific users or teams (step 2 and step 3 below).

Step 2: Create a new field security profile.

Create a new field security profile for the sales manager.

Step 3: Set the field permissions…security profile

Step 2 and step 3, example:

Configure the security profiles.

✑ Create the field security profile for sales managers.

✑ Go to Settings > Security.

✑ Click Field Security Profiles.

✑ Click New, enter a name, such as Sales Manager access contact mobile phone, and click Save.

✑ Click Users, click Add, select the users that you want to grant read access to the mobile phone number on the contact form, and then click Add.

✑ Click Field Permissions, click mobilephone, click Edit, select Yes next to Allow Read, and then click OK.

Reference: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/field-level-security