MB-910 Practice Test 16 — 15 Questions

Question 1

A global sales organization uses Dynamics 365 Sales and wants to ensure that sales representatives in different regions see only their own opportunities due to data privacy regulations. Which feature should be configured?

Accepted Answer

Business Units with hierarchical security. Business Units with hierarchical security is the correct feature because it allows the organization to create separate data silos (business units) for each region, and hierarchical security ensures that sales representatives can only view records owned by their own business unit. This enforces data privacy regulations by restricting access to opportunities based on the user's assigned business unit hierarchy, preventing cross-region visibility.

Answer

Access Teams

Answer

Owner Teams

Answer

Field Security Profiles

Question 2

A sales organization uses Dynamics 365 Sales and wants to enforce a consistent sales process where opportunities must move through stages in order: Qualify → Develop → Propose → Close. Which feature should be used?

Accepted Answer

Business Process Flow. Business Process Flow (BPF) is the correct feature because it enforces a sequential stage progression (Qualify → Develop → Propose → Close) in Dynamics 365 Sales. BPFs guide users through a defined sales process, ensuring opportunities cannot skip stages or move out of order, which directly meets the requirement for a consistent, enforced pipeline.

Answer

Workflow

Answer

Sales Pipeline chart

Answer

Goal Management

Question 3

A company uses Dynamics 365 Sales and wants to integrate with a third-party email marketing system to automatically create leads when a recipient clicks a link. What is the recommended approach?

Accepted Answer

Use Power Automate to listen for the click event and create a lead. Power Automate is the recommended approach because it can listen for an external HTTP trigger (e.g., a webhook from the email marketing system when a link is clicked) and then create a lead record in Dynamics 365 Sales. This provides a flexible, low-code integration without requiring direct synchronization or custom development, aligning with Microsoft's modern integration strategy.

Answer

Configure Server-Side Synchronization with the marketing system

Answer

Use Marketing Lists and Quick Campaigns

Answer

Create a custom action in Dynamics 365

Question 4

A sales manager notices that some opportunities are stuck in the 'Proposal' stage for too long. They want to automatically escalate such opportunities to the manager if they remain in the stage for more than 10 days. What should they configure?

Accepted Answer

SLA (Service Level Agreement) with a failure action. Option A is correct because an SLA with a failure action can automatically escalate when the time limit is exceeded. Option B is wrong because Business Process Flow does not automate escalation. Option C is wrong because Sales Sequence does not handle escalation by time. Option D is wrong because Workflow can be used but SLA is the standard approach for time-based escalations.

Answer

Business Process Flow

Answer

Sales Sequence

Answer

Workflow

Question 5

Which TWO capabilities does the Sales Copilot provide?

Accepted Answer

Summarize a meeting from a Teams transcript. Option C is correct because Sales Copilot, integrated with Microsoft Teams, can automatically summarize meeting discussions from Teams transcripts, extracting key insights and action items directly into the CRM record. This leverages AI to reduce manual note-taking and ensure sales teams capture critical context from customer interactions.

Answer

Auto-capture emails to timeline

Answer

Create pipeline analytics dashboards

Answer

Predict lead scores

Question 6

Which THREE actions can be performed using the Sales Copilot in Dynamics 365 Sales?

Accepted Answer

Summarize a long email thread. Option A is correct because Sales Copilot uses AI to analyze email threads and generate concise summaries, helping sellers quickly grasp key points without reading lengthy conversations. This feature leverages natural language processing (NLP) to extract relevant details from the email context.

Answer

Create custom dashboards for sales reports

Answer

Predict lead scores using historical data

Question 7

A sales rep needs to quickly find similar opportunities that were won in the past to apply similar strategies to a current opportunity. Which feature should the rep use?

Accepted Answer

Similar Opportunities. Option D is correct because the Similar Opportunities feature uses AI to find and display similar won opportunities. Option A is wrong because Predictive Scoring predicts the likelihood of closing. Option B is wrong because the Relationship Assistant provides actionable insights but not specific similar opportunities. Option C is wrong because the Sales Insights add-on includes various analytics but the specific feature is Similar Opportunities.

Answer

Sales Insights add-on

Answer

Relationship Assistant

Answer

Predictive Scoring

Question 8

Your company uses Dynamics 365 Sales. A salesperson wants to record a phone call with a customer and associate it with the opportunity. How should they do this?

Accepted Answer

Create a Phone Call activity. In Dynamics 365 Sales, the Phone Call activity is the correct entity to record a phone conversation with a customer and link it to an opportunity. This activity captures call duration, direction, and subject, and can be associated directly with the opportunity record to maintain a complete communication history.

Answer

Create an Appointment activity

Answer

Create a Task activity

Answer

Create an Email activity

Question 9

Which TWO features in Dynamics 365 Sales help sales representatives prioritize their leads and opportunities? (Choose two.)

Accepted Answer

Predictive Lead Scoring. Predictive Lead Scoring (C) uses machine learning models to analyze historical data and assign a score to each lead based on its likelihood to convert, helping sales reps prioritize high-quality leads. Predictive Opportunity Scoring (D) similarly applies AI to rank opportunities by their probability of closing, enabling reps to focus on deals with the highest chance of success. Both features are native to Dynamics 365 Sales and directly address prioritization through data-driven scoring.

Answer

Sequence

Answer

Goal Management

Answer

Business Process Flow

Question 10

You need to provide sales representatives with a data-driven score for each lead that predicts likelihood of conversion. Which feature should you use?

Accepted Answer

Predictive lead scoring. Option A is correct because Predictive lead scoring uses machine learning to assign a score. Option B is wrong because Copilot generates content, not scores. Option C is wrong because the Sales Accelerator sequences activities. Option D is wrong because Relationship Intelligence focuses on existing relationships, not leads.

Answer

Sales Copilot

Answer

Sales Accelerator

Answer

Relationship Intelligence

Question 11

Your organization uses Dynamics 365 Sales and wants to automatically capture emails from prospects and link them to the corresponding contact and opportunity records. Which feature should you enable?

Accepted Answer

Server-side synchronization. Server-side synchronization is the correct feature because it enables automatic synchronization of emails, appointments, and contacts between Dynamics 365 and Exchange. When configured, it can automatically track emails from prospects and link them to the corresponding contact and opportunity records based on email addresses and tracking tokens, without requiring any client-side add-ins or manual intervention.

Answer

Email engagement

Answer

Exchange Online integration

Answer

Activity feed

Question 12

A sales team is struggling with low conversion rates from leads to opportunities. They want to use historical data to identify which lead attributes are most predictive of conversion. Which feature should they use?

Accepted Answer

Predictive Lead Scoring. Predictive Lead Scoring (B) uses historical data and machine learning to analyze lead attributes (e.g., industry, company size, engagement) and calculate a score indicating the likelihood of conversion. This directly addresses the need to identify which attributes are most predictive, enabling the sales team to prioritize high-potential leads.

Answer

Lead Management

Answer

Sales Sequence Designer

Answer

Relationship Intelligence

Question 13

Based on the exhibit, what does the Revenue field represent?

Accepted Answer

Expected revenue based on probability. Option A is correct because Revenue is calculated as Estimated Revenue multiplied by Probability, giving the expected revenue. Option B is wrong because it is not potential. Option C is wrong because it is not discount. Option D is wrong because it is not total.

Answer

Total cost

Answer

Potential revenue if won

Answer

Discount amount

Question 14

Which TWO actions can be performed using the Sales Hub app?

Accepted Answer

Manage leads and opportunities. Sales Hub allows managing leads, opportunities, and accounts, and creating quotes and orders. Generating Power BI reports and managing inventory are not native Sales Hub functions.

Answer

Manage inventory levels

Answer

Generate Power BI dashboards from scratch

Answer

Configure email server-side sync

Question 15

A sales organization wants to use AI to predict which opportunities are likely to close and recommend next best actions. Which Dynamics 365 Sales feature should they implement?

Accepted Answer

Predictive Lead and Opportunity Scoring. Option D is correct because Predictive Lead Scoring and Opportunity Scoring (part of Sales Insights) use AI to predict close likelihood and recommend actions. Option A is wrong because Relationship Analytics shows engagement. Option B is wrong because Copilot provides suggestions but not scoring. Option C is wrong because Email Engagement tracks opens and clicks.

Answer

Copilot for Sales

Answer

Email Engagement

Answer

Relationship Analytics