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A company uses Dynamics 365 Customer Sen/ice.
Agents note that when a customer calls, they are unable to view all activities associated with the customer and the customer's company.
Agents must be able to view tasks, appointments, phone calls, emails, notes, and system and user posts.
You create a model-driven app to display the information.
You need to configure the model-driven app main form.
Which two actions should you perform? Each correct answer presents part of the solution.
NOTE: Each correct selection is worth one point.
Suggested Answer: A
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34 comments · newest first
DA
Darrin
11 months ago
A and B seem like the best options here!
VE
Venita
11 months ago
I agree with B, but I’d go with D too for better visibility.
IS
Isabelle
11 months ago
Wait, can you really set the Regarding column to the Contact table? That seems off.
CA
Catherin
12 months ago
I think A is also a good choice, but not sure about C.
KA
Katlyn
12 months ago
Definitely B, the Timeline control is super useful for tracking activities!
IS
Isabelle
1 year ago
I thought the Quick view control was useful, but I'm not convinced it's the right choice for this scenario.
LA
Lauran
1 year ago
I feel like we practiced a similar question, and the Timeline control was definitely one of the answers we chose.
CA
Carey
1 year ago
I'm not entirely sure, but I think setting the Regarding column to the Account table might be necessary to link everything correctly.
TE
Terry
1 year ago
I remember we discussed the importance of using the Timeline control to display activities. It seems like a good fit here.
LU
Lucina
1 year ago
The key here is to make sure the agents can see all the necessary information, like tasks, appointments, phone calls, emails, and so on. I think the Timeline control and the Quick view control are both good options to consider.
CA
Carissa
1 year ago
I'm feeling pretty confident about this one. Setting the Regarding column to the Account table and using a Timeline control should give the agents the visibility they need to view all the relevant activities.
JA
Jani
1 year ago
I'm a bit confused on the difference between the Timeline control and the Quick view control. I'll need to review the details of each to decide which one is better suited for this scenario.
MA
Magda
1 year ago
Okay, I think I have a good strategy here. I'll start by setting the Regarding column to the Account table, and then use a Timeline control to display the activities.
MO
Mollie
1 year ago
Hmm, this seems like a tricky one. I'll need to carefully read through the requirements and think about the different options.
JO
Jolanda
1 year ago
Hmm, I'm a bit unsure about this one. The options seem similar, but I'll read through them carefully and try to eliminate the ones that don't fit the description.
GL
Glendora
1 year ago
Hmm, this looks like a tricky one. I'll need to think it through carefully.
ME
Melvin
1 year ago
Hmm, this seems like a straightforward question about the FTC's privacy principles. I'll need to recall the key points from the report to answer this.
JO
Joanne
1 year ago
I think the correct answers are B and D as well. Using a Timeline control and a Quick view control sounds like the way to go. It's like a one-stop shop for all the customer's activities.
CA
Carmelina
1 year ago
Yes, having a Timeline control and a Quick view control will definitely help agents see tasks, appointments, phone calls, emails, notes, and posts all in one place.
KA
Karan
1 year ago
I think setting the Regarding column to the Account table and using a Timeline control would be the best way to configure the model-driven app main form.
GL
Glory
1 year ago
I agree, using a Timeline control and a Quick view control would make it easier for agents to view all activities associated with the customer.
DA
Daniel
1 year ago
Haha, the question is a bit tricky. I bet the correct answer involves using some fancy Dynamics 365 controls, like that Timeline thing. Maybe we should all just memorize the Dynamics 365 user interface by heart!
DE
Delbert
1 year ago
I'm not sure about the answer. Is it possible to use both the Account and Contact tables in the Regarding column? That might give the agents a more comprehensive view of the customer's information.
ME
Meaghan
1 year ago
C) Set the Regarding column to the Contact table.
HA
Hana
1 year ago
B) Use a Timeline control.
JA
Janine
1 year ago
A) Set the Regarding column to the Account table.
DA
Dana
2 years ago
I think the correct answers are B and D. Using a Timeline control and a Quick view control will allow the agents to view all the relevant activities associated with the customer and their company.
RE
Ressie
1 year ago
Using a card form could also be useful for displaying key information in a concise way.
ES
Essie
1 year ago
Yes, setting the Regarding column to the Contact table would provide more detailed information about the customer.
MI
Mi
1 year ago
I think setting the Regarding column to the Account table would also be important for the agents to view all activities.
EZ
Ezekiel
1 year ago
I agree, using a Timeline control and a Quick view control would be very helpful.
MI
Mignon
2 years ago
I also think using a Quick view control would be beneficial to display the information efficiently.
AN
Annabelle
2 years ago
I agree with Audrie, that would help us view all activities associated with the customer and the customer's company.
AU
Audrie
2 years ago
I think we should set the Regarding column to the Account table.