MB-910 Describe Dynamics 365 Sales — All Questions With Answers

Refer to the exhibit.

{
  "name": "Cross-sell Opportunity",
  "customerid": {
    "name": "Contoso Ltd"
  },
  "totalamount": 50000,
  "pricelevelid": {
    "name": "Standard Price List"
  },
  "productlineitems": [
    {
      "productid": {
        "productnumber": "PR-001"
      },
      "quantity": 10,
      "salespricelist": {
        "name": "Standard Price List"
      }
    },
    {
      "productid": {
        "productnumber": "PR-002"
      },
      "quantity": 5,
      "salespricelist": {
        "name": "Standard Price List"
      }
    }
  ]
}

Refer to the exhibit.

{
  "BusinessProcessFlow": {
    "Name": "Lead to Opportunity",
    "Stages": [
      {"Name": "Qualify", "Steps": ["Identify Decision Maker", "Budget Confirmed"]},
      {"Name": "Develop", "Steps": ["Needs Analysis", "Proposal"]}
    ]
  }
}

Refer to the exhibit.

{
  "RoutingRuleSet": {
    "Name": "Lead Routing by Region",
    "Rules": [
      {
        "Condition": {
          "Attribute": "address1_stateorprovince",
          "Operator": "eq",
          "Value": "California"
        },
        "Target": {"Team": "West Coast Sales"}
      },
      {
        "Condition": {
          "Attribute": "address1_stateorprovince",
          "Operator": "eq",
          "Value": "Texas"
        },
        "Target": {"Team": "Central Sales"}
      }
    ]
  }
}

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{
  "Goal": {
    "Name": "Q1 Revenue Target",
    "GoalType": "Revenue",
    "Target": 500000,
    "Actual": 425000,
    "PercentageAchieved": 85
  }
}

Refer to the exhibit. The following JSON represents a field mapping configuration for lead to opportunity in Dynamics 365 Sales:

{
  "MappingId": "lead_to_opportunity",
  "SourceEntity": "lead",
  "TargetEntity": "opportunity",
  "Mappings": [
    { "SourceAttribute": "companyname", "TargetAttribute": "name" },
    { "SourceAttribute": "revenue", "TargetAttribute": "estimatedvalue" },
    { "SourceAttribute": "description", "TargetAttribute": "description" }
  ]
}

Refer to the exhibit. The following PowerShell script is used to create a new lead in Dynamics 365 Sales:

$lead = New-CrmRecord -EntityLogicalName lead -Fields @{
    subject = "Follow-up call"
    firstname = "John"
    lastname = "Doe"
    companyname = "Contoso"
    telephone1 = "555-1234"
}

$lead

Refer to the exhibit. The following is a snippet from a Dynamics 365 Sales sequence configuration:

{
  "sequence": {
    "id": "SEQ001",
    "name": "Follow-up Sequence",
    "steps": [
      {
        "type": "email",
        "template": "Initial Outreach",
        "delay": "0 days"
      },
      {
        "type": "phonecall",
        "delay": "2 days"
      },
      {
        "type": "email",
        "template": "Follow-up",
        "delay": "5 days"
      }
    ]
  }
}

Refer to the exhibit. {
  "Name": "Lead Scoring Model",
  "Attributes": [
    {"Attribute": "email_engagement", "Weight": 20},
    {"Attribute": "job_title", "Weight": 15},
    {"Attribute": "company_size", "Weight": 10},
    {"Attribute": "lead_source", "Weight": 5}
  ],
  "Scoring": "Predictive"
}

Refer to the exhibit. {
  "Entity": "opportunity",
  "Stage": "Develop",
  "Trigger": "Stage Change",
  "Action": [
    "Send Email: Quote.pdf",
    "Update Field: SendQuote = true"
  ]
}

Refer to the exhibit. {
  "DashboardType": "Power BI",
  "Tiles": [
    {"Tile": "Pipeline Value", "Visual": "Funnel"},
    {"Tile": "Win Rate by Salesperson", "Visual": "Bar Chart"},
    {"Tile": "Top Competitors", "Visual": "Pie Chart"}
  ]
}

Refer to the exhibit. The following is a snippet from a Power Automate flow triggered when an opportunity is closed as Won:
{
  "trigger": "When a row is added, modified or deleted",
  "entityName": "opportunities",
  "scope": "Organization",
  "triggerConditions": {
    "statuscode": 3
  }
}

Refer to the exhibit. The following is a snippet from a Sales Analytics report DAX measure:
WinRate = DIVIDE(
    CALCULATE(COUNTROWS(Opportunity), Opportunity[Status] = "Won"),
    CALCULATE(COUNTROWS(Opportunity), Opportunity[Status] IN {"Won", "Lost"})
)

Refer to the exhibit. The following is a snippet from a Sales Accelerator configuration:
{
  "sequenceName": "Follow-up Sequence",
  "steps": [
    {
      "type": "email",
      "subject": "Thank you",
      "delayDays": 1
    },
    {
      "type": "phonecall",
      "subject": "Check-in",
      "delayDays": 3
    },
    {
      "type": "task",
      "subject": "Send proposal",
      "delayDays": 5
    }
  ]
}

Refer to the exhibit.

{
  "opportunities": [
    {
      "name": "Deal A",
      "estimatedvalue": 50000,
      "status": "Open"
    },
    {
      "name": "Deal B",
      "estimatedvalue": 75000,
      "status": "Won"
    },
    {
      "name": "Deal C",
      "estimatedvalue": 30000,
      "status": "Lost"
    }
  ]
}

Refer to the exhibit.

PowerShell snippet:
Get-CrmBusinessProcessFlow -Name "Opportunity Sales Process" | Select-Object -Property Name, Stages

Refer to the exhibit.

Configuration values:
- Lead scoring model: 'High Value Leads'
- Score threshold: 50
- Lead A score: 65
- Lead B score: 45

Refer to the exhibit. 

{
  "BusinessProcessFlow": {
    "name": "Sales Process",
    "stages": [
      { "name": "Qualify", "requiredFields": ["LeadSource", "BudgetAmount"] },
      { "name": "Develop", "requiredFields": ["Need", "Timeline"] },
      { "name": "Propose", "requiredFields": ["ProposedSolution", "Quote"] },
      { "name": "Close", "requiredFields": ["CloseReason"] }
    ]
  }
}

Refer to the exhibit. 

Power Automate flow snippet:
{
  "trigger": {
    "type": "When a record is created",
    "entity": "Lead"
  },
  "actions": [
    {
      "name": "Check if Lead Source is Web",
      "condition": "@equals(triggerOutputs()?['body/leadsource'], 2)",
      "ifTrue": [
        {
          "name": "Assign to Sales Team",
          "assign": "SalesTeam@contoso.com"
        }
      ],
      "ifFalse": [
        {
          "name": "Send email to manager",
          "sendEmail": {
            "to": "manager@contoso.com",
            "subject": "Lead assignment needed"
          }
        }
      ]
    }
  ]
}

Refer to the exhibit.

```json
{
  "name": "Opportunity Scoring Model",
  "entity": "opportunity",
  "attributes": [
    {"name": "estimatedvalue", "weight": 0.4},
    {"name": "probability", "weight": 0.3},
    {"name": "createdon", "weight": 0.2},
    {"name": "ownerid", "weight": 0.1}
  ],
  "scoring": {
    "method": "weighted",
    "normalization": "min-max"
  }
}
```

Refer to the exhibit.

```xml
<Entity name="opportunity">
  <Attributes>
    <Attribute name="name" RequiredLevel="none" />
    <Attribute name="customerid" RequiredLevel="required" />
    <Attribute name="estimatedvalue" RequiredLevel="required" />
    <Attribute name="probability" RequiredLevel="none" />
  </Attributes>
  <BusinessRules>
    <Rule name="SetProbability">
      <Condition attribute="estimatedvalue" operator="gt" value="10000" />
      <Action attribute="probability" value="0.5" />
    </Rule>
  </BusinessRules>
</Entity>

Refer to the exhibit.

```json
{
  "type": "forecast",
  "name": "Q4 Forecast 2026",
  "hierarchy": ["Sales Manager", "Sales Rep"],
  "granularity": "monthly",
  "include": ["won", "open"],
  "exclude": ["lost"]
}
```

Refer to the exhibit. A Dynamics 365 Sales administrator configures the following AI insights for opportunities:

{
  "aiInsights": {
    "predictiveForecasting": true,
    "sentimentAnalysis": false,
    "recommendedNextSteps": true,
    "autoCapture": true
  }
}

Refer to the exhibit. A Dynamics 365 Sales administrator reviews the following configuration for a sales sequence:

Sequence: "Follow-up Sequence"
Trigger: "Opportunity Stage changes to Proposal"
Steps:
1. Send email: "Proposal sent"
2. Wait 3 days
3. Create task: "Follow up with customer"
4. Condition: If task completed, end sequence; else, send escalation email to manager.

Refer to the exhibit. A Dynamics 365 Sales user sees the following field on an opportunity form:

Field: "Revenue"
Value: $50,000
Currency: USD
Calculation: "Estimated Revenue" * "Probability"

{
  "SalesInsightsSettings": {
    "PredictiveScoring": true,
    "RelationshipAnalytics": true,
    "ConversationIntelligence": false,
    "NotesAnalysis": false
  }
}

{
  "BusinessProcessFlow": {
    "Name": "Opportunity Sales Process",
    "Stages": [
      {"Name": "Qualify", "Steps": ["Identify customer need", "Set budget"]},
      {"Name": "Develop", "Steps": ["Propose solution", "Handle objections"]},
      {"Name": "Close", "Steps": ["Send quote", "Get commitment"]}
    ]
  }
}

{
  "salesforce": {
    "leadSettings": {
      "qualifyLeadByDefault": true,
      "createAccountForQualifiedLead": true,
      "createContactForQualifiedLead": true,
      "createOpportunityForQualifiedLead": true
    }
  }
}