Which actions should you perform?

HOTSPOT

You are a Dynamics 365 Customer Service administrator.

Users report that the main form does not display data from other entities or allow them to edit data from other entities.

You need to embed information from other entities in the form and allow users to edit the data.

Which actions should you perform? To answer, select the appropriate options in the answer area. NOTE: Each correct selection is worth one point.

Answer:

Explanation:

Graphical user interface, text, application, chat or text message

Description automatically generated

Box 1: Add a quick create form

With quick create forms, your app can have a streamlined data entry experience with full support for logic defined by form scripts and business rules.

Box 2: Add a quick view

A quick view form can be added to another form as a quick view control. It provides a template to view information about a related entity record within a form for another entity record. This means your app users do not need to navigate to a different record to see the information needed to do their work.