Sales Accelerator Workspace Company Industry Configuration
Short 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.
Question
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.
Key Takeaways
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.
Common mistake: 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.
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?
What if Industry is not in the secondary field dropdown?
Discussion 5 contributions
Compiled from public community threads and reader submissions, lightly edited for clarity. Handles and vote tallies are shown as recorded, and comments reflect the views of individual contributors.
From public community threads 5
-
Moonface 👍 1The previous comment referred to a scenario in which we assume that we are modifying the work item appearance for Contact. If we assume that we are changing the record type to Account (Company), then in this case the first step, “Select Record Type,” will be correct. However, if we change it to Account, the default fields in the “Customize” section will change to: Account Name, Primary Contract.Full Name, and Primary Contract.Job Title. To add an “Industry” field, you must either add a new field or modify an existing one. To add a field, click the “+” button. To modify a field, click the three dots (which appear to the right of the field). In both cases, we achieve our goal and display the “industry of company ” field. In all the scenarios discussed, selecting the pencil icon in the lower-right corner is incorrect, as it pertains to action configuration. URL: https://learn.microsoft.com/en-us/dynamics365/sales/customize-work-list-card#customize-work-items
-
Moonface 👍 1In my opinion, no one here is mentioning changing the record type to Account. The point is to implement changes to the existing record type. Changing it to Account would require adding the Account record type in the Sales Accelerator settings. The goal is to modify the current work item appearance for Contact. In that case, in the “Customize” section, you need to add another field (using the “+” button) and and select the Company Name.Industry filed from the list of related fields list.
-
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
-
kstouthandel 👍 1But why is the black circle on the icon in the bottom right corner and not on the field dorp downs? This is why i got this wrong
-
seoyeon_01 👍 1 Answered CI'm having difficulty understanding this answer—can someone help?
Reader comments & corrections
No reader corrections yet — spotted an error or have a note? Share it below.
Related Analysis
Practice All AB-210 Questions
Access 100 questions with complete answers and detailed explanations.
View Full AB-210 Practice Test →