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Microsoft Dynamics 365 | Integration, Dataverse...
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Dynamic 365 Preparation query

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***I'm in a phase of preparation and found this as i had some queries on it. Help me in finding the answer***

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. 

Actions 

  1. Create a new field security profile
  2. Enable the write privilege on the Opportunity for the sales manager security role and grant the sales manager for the team the sales manager security role.
  3. Set the field permissions for the new field to enable read, update and create, and add the sales manager as a member of the field security profile
  4. Enable field security in the Approval field.
  5. Create an access team template and define the access rights for the Opportunity entity.
  6. Enable auditing in the Approval field.

Enable change tracking for the Opportunity entity.  

  • Suggested answer
    RE: Dynamic 365 Preparation query

    Hello Sowmiya,

    I think you can find valid answer using the official article:

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

    To restrict this field, you would perform the following tasks.

    Secure the field.

    1. Go to Settings > Customizations.

    2. Click Customize the System.

    3. Click Entities > Contact > Fields.

    4. Click mobilephone, click Edit.

    5. Next to Field Security, click Enable, click Save and Close.

    6. Publish the customization.

    Configure the security profiles.

    1. Create the field security profile for sales managers.

      1. Go to Settings > Security.

      2. Click Field Security Profiles.

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

      4. 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.

         Tip

        Instead of adding each user, create one or more teams that include all users that you want to grant read access.

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

    2. Create the field security profiles for vice presidents.

      1. Click New, enter a name, such as VP access contact mobile phone, and click Save.

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

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

    3. Click Save and Close.

    Hope this can help you.

    Regards

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