MB-910 Practice Exam 61 — 20 Questions

Question 1

Your company sells both products and services. When creating an opportunity, the sales rep needs to quote a combination of items. What should they create?

Accepted Answer

Quote. In Dynamics 365 Sales, a Quote is the correct entity to use when a sales rep needs to propose a combination of products and services to a customer. It allows for line items with quantities, prices, discounts, and optional product bundles, serving as the formal proposal before an order is created. An invoice and order come later in the sales process, while the product catalog is a repository, not a transactional document.

Answer

Invoice

Answer

Order

Answer

Product Catalog

Question 2

A retail company uses Dynamics 365 Customer Insights - Data. They have multiple data sources: online transactions, loyalty program, and social media. They need to create a unified customer profile that resolves identities across these sources. Which process in Customer Insights should they configure to achieve this?

Accepted Answer

Data unification. Data unification in Dynamics 365 Customer Insights - Data is the process that matches and merges customer records from multiple data sources (online transactions, loyalty program, social media) into a single, unified customer profile. It resolves identity conflicts by using matching rules and deduplication to link records belonging to the same individual across disparate systems, enabling a 360-degree view of the customer.

Answer

Measures

Answer

Data transformation

Answer

Enrichment

Question 3

A company wants to use Dynamics 365 Customer Insights to analyze customer purchase patterns over time. Which feature should they use to view trends and aggregate data?

Accepted Answer

Measures. Measures in Dynamics 365 Customer Insights are specifically designed to aggregate and summarize data, such as calculating total purchases, average order value, or frequency over time. This allows users to view trends and patterns in customer behavior by creating calculated metrics from raw data sources.

Answer

Enrichments

Answer

Segments

Answer

Data sources

Question 4

A marketing team wants to send personalized emails based on customer lifetime value (CLV) calculated in Dynamics 365 Customer Insights. Which Customer Insights capability should they use to define CLV?

Accepted Answer

Measures. Measures in Dynamics 365 Customer Insights allow you to define and calculate key performance indicators (KPIs) like customer lifetime value (CLV) using predefined or custom formulas. This capability aggregates customer data (e.g., purchase history, frequency, monetary value) to produce a numeric metric that can be used for personalization. Activities, Segments, and Relationships do not perform such calculations.

Answer

Activities

Answer

Segments

Answer

Relationships

Question 5

Refer to the exhibit. The flow runs but does not send the email for leads with status 'New'. What is the most likely cause?

Accepted Answer

The statuscode value is a string, but the condition expects a number. The condition in the flow expects a number for the statuscode value, but the lead record's statuscode field is stored as a string (e.g., '1' instead of 1). Power Automate uses strict type comparison, so a string '1' does not equal the number 1, causing the condition to evaluate to false and the email action to be skipped.

Answer

The flow is turned off

Answer

The email action is misconfigured

Answer

The flow is not triggered for leads with status 'New'

Question 6

A marketing manager wants to use AI to generate personalized content for email campaigns based on customer preferences. Which feature in Customer Insights should they use?

Accepted Answer

Copilot. Copilot in Dynamics 365 Customer Insights uses generative AI to create personalized content, such as email copy, based on customer preferences and data. It directly addresses the marketing manager's need to generate tailored content without manual effort, leveraging natural language prompts and customer insights.

Answer

Predictions

Answer

Segmentation

Answer

Measures

Question 7

A company is implementing Dynamics 365 Customer Insights - Data to create a 360-degree customer view. They have data in an on-premises SQL Server database, Dynamics 365 Sales, and third-party survey data in CSV files. Which THREE data ingestion methods are available in Customer Insights - Data to bring this data into the system? (Choose three.)

Accepted Answer

Microsoft Power Query. Microsoft Power Query is correct because it is the primary data ingestion method in Customer Insights - Data for connecting to on-premises SQL Server databases, Dynamics 365 Sales, and CSV files. It provides a graphical interface to transform and load data from these sources into the unified customer profile, supporting both direct query and import modes.

Answer

Export destinations

Answer

Azure Data Lake Storage Gen1

Question 8

Which THREE are key benefits of using Dynamics 365 Sales Insights? (Choose three.)

Accepted Answer

Receive AI-suggested next actions. Dynamics 365 Sales Insights uses AI to analyze seller activities and customer data, then proactively suggests next actions such as following up on a lead or scheduling a meeting. This capability is powered by the Sales Insights add-on's relationship analytics and predictive scoring models, which surface actionable recommendations directly in the seller's workflow.

Answer

Automate complex workflows

Answer

Automate email responses with Copilot

Question 9

A sales rep needs to quickly find all contacts from a specific company that have been involved in past opportunities. Which entity relationship should they use?

Accepted Answer

Contact. The Contact entity in Dynamics 365 Sales is directly related to the Opportunity entity through a many-to-one relationship, allowing a sales rep to view all opportunities associated with a specific contact. This relationship is stored in the database via a lookup field on the Opportunity record that references the Contact, enabling quick filtering and retrieval of past opportunities linked to that contact.

Answer

Lead

Answer

Activity

Answer

Opportunity

Question 10

Your sales team uses a custom entity called 'Partnership' that stores partner details. They want to track revenue from partner deals separately. What should you configure?

Accepted Answer

Create a 1:N relationship between Partnership and Opportunity. A 1:N relationship between Partnership (custom entity) and Opportunity allows each partnership to be associated with multiple opportunities, enabling separate tracking of revenue from partner deals. This leverages Dynamics 365's relational data model to link partner details directly to sales opportunities without modifying core entities.

Answer

Add a custom field 'Partner Name' to the Opportunity entity

Answer

Create a Goal entity tied to Partnership

Answer

Use the Connection entity to link Partnership and Opportunity

Question 11

Which THREE capabilities are part of the Dynamics 365 Sales premium license?

Accepted Answer

Conversation intelligence. Conversation intelligence is a premium capability that uses AI to analyze sales calls and meetings, providing insights on customer sentiment, conversation topics, and competitor mentions. It is included in the Dynamics 365 Sales premium license to enhance seller effectiveness through data-driven coaching and call analysis.

Answer

Lead management

Answer

Standard reports

Question 12

Which TWO record types can be created directly from a Lead in Dynamics 365 Sales?

Accepted Answer

Opportunity. In Dynamics 365 Sales, when you qualify a lead, the system can automatically create an Opportunity and a Contact record. The Opportunity is the core sales entity that tracks the potential deal through its lifecycle, while the Contact represents the individual associated with the lead. Both are direct outcomes of the lead qualification process.

Answer

Quote

Answer

Account

Answer

Invoice

Question 13

A sales rep is working on a complex deal with multiple stakeholders. The rep wants to ensure all communications are logged and the deal progresses smoothly. Which two features should be used together? (Choose two)

Accepted Answer

Server-Side Synchronization. Server-Side Synchronization (C) automatically syncs emails, appointments, and contacts between Dynamics 365 and Exchange, ensuring all communications with stakeholders are logged without manual effort. The Relationship Assistant (D) provides actionable insights and reminders (e.g., 'Send follow-up email' or 'Log a call') to keep the deal progressing smoothly. Together, they automate communication logging and guide the rep through the sales process.

Answer

Copilot

Answer

Lead Scoring

Answer

Sequence

Question 14

A company uses Dynamics 365 Customer Insights - Data and wants to enrich customer profiles with demographic data from a third-party provider. Which feature should they use?

Accepted Answer

Enrichments. Enrichments in Dynamics 365 Customer Insights - Data allow you to augment existing customer profiles with additional data from third-party providers, such as demographic, firmographic, or interest data. This feature directly supports the goal of enriching profiles with external demographic information by matching customer identifiers against the provider's data and appending the results.

Answer

Data sources

Answer

Segments

Answer

Measures

Question 15

A sales organization uses Dynamics 365 Sales. They want to ensure that when an opportunity is won, a new order is automatically created. What should they configure?

Accepted Answer

Use the out-of-the-box opportunity close process to generate an order.. The out-of-the-box opportunity close process in Dynamics 365 Sales automatically generates an order when an opportunity is marked as won. This is the native, no-code mechanism designed specifically for this requirement, ensuring the order is created with the correct data from the opportunity.

Answer

Create a workflow that triggers on opportunity win.

Answer

Configure a business process flow for opportunity.

Answer

Add a custom button to create an order.

Question 16

Your company uses Dynamics 365 Sales and wants to automatically suggest next actions for sales reps based on historical data. Which feature should you enable?

Accepted Answer

Copilot in Dynamics 365 Sales. Copilot in Dynamics 365 Sales uses AI and historical data to automatically suggest next actions for sales reps, such as drafting emails, summarizing opportunities, or recommending follow-ups. It leverages natural language processing and contextual insights from CRM records to provide proactive, data-driven guidance without requiring manual configuration of scoring or analytics models.

Answer

Relationship analytics

Answer

Predictive lead scoring

Answer

Conversation intelligence

Question 17

Your company uses Dynamics 365 Sales and wants to automate the routing of leads to the appropriate sales representative based on the lead's geographic region. Which feature should you use?

Accepted Answer

Routing rules. B is correct because routing rules in Dynamics 365 Sales allow you to define conditions (e.g., lead's geographic region) and automatically assign leads to specific sales representatives or queues. This feature is designed specifically for lead distribution based on criteria like territory, product interest, or source, ensuring efficient and consistent assignment without manual intervention.

Answer

Business process flow

Answer

Assignment rules

Answer

Workflow

Question 18

A sales organization wants to track the sales process stages (e.g., Prospecting, Qualification, Proposal) for each opportunity. What should they configure?

Accepted Answer

Opportunity sales process. The Opportunity sales process is a predefined set of stages (e.g., Prospecting, Qualification, Proposal) that guides sales teams through each opportunity in Dynamics 365 Sales. It ensures consistent tracking and progression of deals by enforcing stage-specific steps and data requirements.

Answer

Sales Accelerator

Answer

Goal management

Answer

Business process flow

Question 19

Your sales team wants to use LinkedIn data to enrich lead information and find mutual connections. Which Dynamics 365 Sales feature enables this integration?

Accepted Answer

LinkedIn Sales Navigator. LinkedIn Sales Navigator is the correct answer because it is the dedicated Dynamics 365 Sales integration that pulls LinkedIn profile data, such as job history and mutual connections, directly into lead and contact records. This feature enables sales teams to enrich lead information and leverage network insights without leaving the CRM interface.

Answer

Sales Insights

Answer

Copilot for Sales

Answer

Relationship Assistant

Question 20

A salesperson wants to view key performance indicators (KPIs) such as pipeline value and win rate on their personal dashboard. What should they create?

Accepted Answer

Personal dashboard. A personal dashboard in Dynamics 365 Sales allows a salesperson to configure and view their own KPIs, such as pipeline value and win rate, using built-in charts and data from the sales entity. This is the correct tool because it is user-specific, customizable, and designed for individual performance monitoring without requiring system-wide changes.

Answer

Chart

Answer

System dashboard

Answer

Power BI report