You manage a Dynamics 365 environment.
A user named User1 begins work on an opportunity.
User1 asks a user named User2 to assist with the opportunity while she is on vacation.
You need to ensure that User2 can access the opportunity and that User1 retains ownership of the opportunity.
What should you do?
Click on the arrows to vote for the correct answer
A. B. C. D.A.
Note: There are several versions of this questions with two different correct answers.The other possible correct answer is: -> Add User2 to an Access team.
Other incorrect answers you may see in the exam include the following: -> Grant User2 the stakeholder role -> Assign the record to User2
-> Add User2 to the Owner team.
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/security-dev/use-record-based-security-control-access-records#sharing-recordsThe best option in this scenario is to Share the record with User2 (Option A). Sharing a record will provide access to User2 without changing the ownership of the opportunity.
Option B, granting User2 the security role, is not recommended as it would give User2 access to other records that User1 owns.
Option C, instructing User2 to follow the record, will only notify User2 of any changes made to the opportunity, but will not provide them with access to the opportunity itself.
Option D, adding User2 to the Sales team, may not be necessary in this scenario as the ownership of the opportunity is not changing. Adding User2 to the Sales team would be useful if they were going to collaborate with User1 on the opportunity or if the ownership was being transferred to User2.
Therefore, Option A is the best course of action as it provides User2 with access to the opportunity while retaining ownership with User1.