Question
A company's sales staff wants a simplified way to manage their opportunities in Dynamics 365 Sales without adding custom code.
You need to provide a solution for each requirement.
Which solutions should you provide? To answer, select the appropriate options in the answer area.
NOTE: Each correct selection is worth one point.
Hot Area:
Explanation
Drag and drop opportunities to change the stage.: Add a Kanban control. — The Kanban control renders opportunity records as cards in lanes, where each lane represents a business process flow stage (or a status value), and dragging a card from one lane to another writes the new stage back to the record with no code. The Editable Grid control only allows in-cell editing of column values in a grid layout and offers no lane-based drag-and-drop for moving a record through stages.
Show each salesperson their opportunities in Calendar and Kanban view.: Add both controls to the My Opportunities view. — A single view can host more than one custom control, and users switch between the available renderings from the view's display options, so adding both the Calendar and Kanban controls to one view gives each salesperson both experiences. My Opportunities is the out-of-the-box system view already filtered to records owned by the signed-in user, so it automatically shows each salesperson only their own records; the All Opportunities view would show everyone's records, and a custom view would require building that owner filter yourself.
Show each salesperson the number of open opportunities by stage in a standard view.: Use the List view. — The requirement is to use a standard (out-of-the-box) view, and the default List view of Opportunities already displays the records with a record count and lets the salesperson group, sort, or filter by stage without any customization or added code. The Kanban control is not a standard view — it is a custom control that must be added to a view — so choosing it would mean customizing rather than using the standard view as required.
