HOTSPOT
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A company enables sales accelerator in Microsoft Dynamics 365 Sales. All salespeople use a custom customer form.
A salesperson observes that a worklist displays TaskA instead of Task B for a customer.
The salesperson requires the following setup:
• Display only Tasks in the worklist.
• View the task on the customer record as a visual cue.
You need to recommend changes to meet the requirements.
What should you do? To answer, select the appropriate options in the answer area.
Newb007
Highly Voted 1 year, 9 months agoSuperMat
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