Sales Accelerator Workspace Company Industry Configuration

Configure supporting apps and services

HOTSPOT You are customizing a workspace in the sales accelerator. The workspace must display the industry of a company. You need to configure the work item appearance for a company. Which two settings should you modify? To answer, select the appropriate UI element in the answer area. NOTE: Each correct selection is worth one point. exhibit

Answer Select the Accounts record type in the primary selector and choose Industry from one of the secondary field drop-down menus in the Customize section.

Community Insight

The question tests knowledge of workspace customization in Dynamics 365 Sales Accelerator, specifically focusing on mapping visual elements to the correct entity (Account) and field (Industry).

This guide explains how to customize a Sales Accelerator workspace to display the industry of a company by modifying work item appearance settings. It details the necessary adjustments to record types and secondary fields.

Candidates often select the 'Contacts' record type or fail to change the secondary field from a default like 'Company Name' to 'Industry', leading to incorrect data display.

Community Discussion (2 comments)

seoyeon_01 👍 1 Selected: C
I'm having difficulty understanding this answer—can someone help?
RominaT 👍 1
• Select record type → Change from Contacts to Accounts (Company). • One of the secondary field drop-downs in the Customize section → Replace an existing field (for example, Company Name) with Industry

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Expert Analysis

Why the Answer Is Correct

To display the industry of a company, you must ensure the workspace is configured for the correct entity. The primary setting involves selecting the Accounts record type instead of Contacts, as companies are represented as Accounts in the system. Additionally, within the Customize section, you need to modify one of the secondary field drop-downs to map to the Industry field rather than leaving it on a generic field like Company Name.

Why Other Candidate Answers Are Wrong

Selecting the 'Contacts' record type would configure the view for individuals rather than companies, which is irrelevant for displaying company industry. Failing to change the secondary field means the workspace will continue to display whatever default information was previously assigned, likely not the specific 'Industry' data required.

Community Comment Notes

As RominaT noted, the solution involves two key steps: changing the record type from Contacts to Accounts and replacing an existing secondary field with Industry. Another user, seoyeon_01, expressed confusion but confirmed that selecting the Account-related options was the correct path.

Exam Strategy

When configuring workspaces, always verify the underlying entity type first. Ensure that the fields selected in the UI correspond directly to the attributes of that entity available in the data model.

Frequently Asked Questions

Why must I change the record type to Accounts?

Companies are stored as Accounts in Dynamics 365. To display company-specific data like Industry, the workspace must be bound to the Account entity.

What if Industry is not in the secondary field dropdown?

If Industry is not immediately visible, check if it has been added to the form layout for Accounts. You may need to add it to the form before it appears in the workspace customization options.

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