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: A,E,F

Explanation:

Scenario: The security rule for agents must contain the privileges in the default Customer ServiceRepresentative 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