Which three actions should you recommend?

You need to create an Agent security role.

Which three actions should you recommend? Each correct answer presents part of the solution. NOTE: Each correct selection is worth one point.
A . Add security to the seat entity and assign users to the Agents role.
B . Add security to the Core Records and assign users to the Customer Service Representative role.
C . Copy the Microsoft Dataverse Basic User role.
D . Rename the Customer Service Representative role to Agents.
E . Copy the Customer Service Representative role.
F . Name the new role Agents.

View Answer

Answer: B,E,F

Explanation:

Scenario: The security rule for agents must contain the privileges in the default Customer Service Representative security role.

Create a security role by Copy Role:

Step 1 (E): Copy the Customer Service Representative role.

Step 2 (F): Select the New Role Name.

Step 3: (B): When Copying Role is complete, navigate to each tab, ie Core Records, Business Management, Customization, etc. Set the privileges on each tab.

Reference: https://docs.microsoft.com/en-us/power-platform/admin/create-edit-security-role