You are designing forms for a company that has a new Dynamics 365 Sales implementation.
Three departments need specific fields on the main form so they do not have to fill out multiple forms.
Each person should see only the fields they need.
You need to ensure that the forms open correctly, display only the fields needed, and that data can be entered quickly.
How should you design the form?
To ensure each department only sees the fields they need and to align with their specific app usage requirements, the best approach is to create one form for each department and add only the necessary fields for each form. This method allows for streamlined data entry and ensures that users are not overwhelmed by irrelevant fields. Additionally, assigning the appropriate security roles to each form ensures that only the corresponding department has access to their specific form, meeting both the visibility and efficiency requirements.
Yes, D is the right answer. A is somehow misleading and confusing, if field security is needed then only 1 form is enough but here it says create 3 forms in option A.
Yeah. Usual stupid MS answer scheme. Agree, D is the correct answer.
agreed
agreed
Field security does not meet the requirement. It says in the question to only display the fields that are relevant to each person. Field security can be used to restrict access to a field, but the field will still be displayed, so it can't be the correct answer whether 1 or 3 forms are created.
And agree, D is the only answer that meets the requirement.
And agree, D is the only answer that meets the requirement.
I believe in B they mean create one form for all. In this case it should be the right answer. Probably in real exam the wording will be different.
I think only possible option is D. B sounded like exact solution, but there is a catch. You cannot know security role of a user in Business rule. That leaves D as closest possible solution