You are a mortgage broker for a bank.
You need to show the relationship between your Clients and their accountants who are already in the Microsoft Dynamics 365 system What should you do?
A. Create a Connection between the Opportunity and the accountant.
B. Add the accountant as a competitor.
C. Tie a Document containing the accountant s business card to the Opportunity,
D. Add a note to the Opportunity with the accountants’ information.
