MB-910 Describe Dynamics 365 Sales Practice Test 10 — 15 Questions

Question 1

A salesperson wants to see the probability of closing an opportunity based on the sales stage. Which field on the opportunity record should they review?

Accepted Answer

Probability. The Probability field on an opportunity record in Dynamics 365 Sales displays the likelihood of closing the deal, which is automatically calculated based on the sales stage or manually set by the salesperson. This directly answers the salesperson's need to see the probability of closing an opportunity by stage.

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Budget Amount

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Est. Revenue

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Close Date

Question 2

A sales manager wants to create a personal dashboard that shows their team's opportunities by sales stage and estimated revenue. The dashboard should update in real time. What is the recommended approach?

Accepted Answer

Create a personal dashboard using charts and grids.. Personal dashboards in Dynamics 365 Sales allow individual users to create customized views of their data, including charts and grids that display opportunities by sales stage and estimated revenue. These dashboards support real-time updates by querying the underlying Dataverse data directly, ensuring the sales manager sees current information without manual refresh.

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Use Excel Online to create a live connection.

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Create a system dashboard with charts.

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Integrate Power BI with Dynamics 365.

Question 3

A sales manager wants to assign leads automatically to salespeople based on the lead's geographic region. Which feature should be used?

Accepted Answer

Routing Rule Set. Routing Rule Sets in Dynamics 365 Sales allow automatic assignment of leads to salespeople based on conditions such as geographic region. This feature uses a rule-based engine to evaluate lead attributes (e.g., country, state) and route the lead to the appropriate owner or queue, ensuring efficient distribution without manual intervention.

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Queue

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Workflow

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Sales Team

Question 4

Which TWO of the following are valid ways to create a new opportunity in Dynamics 365 Sales?

Accepted Answer

By creating a new opportunity record directly.. Option A is correct because Dynamics 365 Sales allows users to manually create a new opportunity record directly from the Opportunities entity, either through the main form or the Quick Create form, which is a standard supported method. Option C is correct because qualifying a lead is the primary automated path to opportunity creation: when a lead is qualified, Dynamics 365 Sales runs the QualifyLead action, which creates an opportunity (along with an account and contact) and marks the lead as qualified. Option B is not correct because quotes are generated from opportunities, not the reverse; converting a quote does not create an opportunity. Option D is not correct because closing an order as won is a downstream sales stage that occurs after an opportunity and quote already exist. Option E is not correct because generating an invoice is a post-sale billing activity that does not create an opportunity.

Answer

By converting a quote into an opportunity.

Answer

By closing an order as won.

Answer

By generating an invoice.

Question 5

Which THREE of the following are key features of Dynamics 365 Sales Insights?

Accepted Answer

Predictive Lead Scoring. Predictive Lead Scoring (C) is a core Sales Insights capability that uses machine learning models to score leads based on historical data and likelihood to convert, helping sellers prioritize their pipeline. Conversation Intelligence (D) is also a key Sales Insights feature that analyzes recorded sales calls and meetings to extract keywords, sentiment, and competitor mentions, providing coaching insights. Relationship Analytics (E) is another Sales Insights feature that uses data from Dynamics 365 and Microsoft Exchange to visualize relationship health, activity history, and network strength with customers. Sequences (A) is a feature of Dynamics 365 Sales (Sales Accelerator), not Sales Insights, and Product Catalog (B) is a standard Dynamics 365 Sales capability for managing products, price lists, and units, not a Sales Insights feature.

Answer

Sequences

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Product Catalog

Question 6

Refer to the exhibit. When a lead is qualified, which opportunity field will receive the value from the lead's 'revenue' field?

Accepted Answer

estimatedvalue. When a lead is qualified in Dynamics 365 Sales, the lead's 'revenue' field maps to the opportunity's 'estimatedvalue' field by default. This is because the estimated value represents the potential revenue from the deal, which aligns directly with the revenue estimate captured on the lead record.

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description

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budgetamount

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name

Question 7

A sales manager wants to track the progress of a deal through its stages, from initial contact to closing. Which Dynamics 365 Sales feature should they use?

Accepted Answer

Business process flows. Business process flows in Dynamics 365 Sales provide a guided sequence of stages and steps that align with a sales methodology, allowing the sales manager to track a deal's progress from initial contact through closing. Each stage can require specific data entry or actions, ensuring consistent deal progression and visibility into the pipeline.

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Approval workflows

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Sales territories

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Sales goals

Question 8

A salesperson needs to automatically send a customized quote to a customer when an opportunity reaches the 'Proposal' stage. What is the best way to achieve this in Dynamics 365 Sales?

Accepted Answer

Create a workflow that triggers when the opportunity stage changes to 'Proposal'. Dynamics 365 Sales allows you to create a workflow (or a Power Automate flow) that triggers when the opportunity stage changes to 'Proposal'. This workflow can then automatically generate and send a customized quote to the customer, meeting the requirement without manual intervention. The trigger is specifically the stage change, not creation or assignment.

Answer

Create a Power Automate flow that triggers on opportunity creation

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Enable Copilot to auto-generate and send the quote

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Use sales sequences to assign the task to the salesperson

Question 9

A sales manager wants to see a visual representation of the sales pipeline with deal amounts and stages. Which Dynamics 365 Sales dashboard component should they use?

Accepted Answer

Pipeline chart. The Pipeline chart in Dynamics 365 Sales is specifically designed to provide a visual representation of the sales pipeline, displaying deal amounts across different stages. This allows sales managers to quickly assess the health and value of their pipeline at a glance, making it the correct component for this requirement.

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Activities chart

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Sales literature chart

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Goal chart

Question 10

A sales organization wants to use Dynamics 365 Sales to automatically generate personalized email content for follow-ups based on customer interactions. Which feature should they leverage?

Accepted Answer

Sales Copilot. Sales Copilot (A) is correct because it uses AI to analyze customer interactions (e.g., emails, meetings, calls) and automatically generates personalized follow-up email content, including suggested replies and next steps, directly within the Dynamics 365 Sales workflow. This feature leverages Microsoft's Copilot AI to understand context from CRM data and communication history, enabling tailored outreach without manual template selection or campaign setup.

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Quick campaigns

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Auto capture

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Email templates

Question 11

A salesperson needs to quickly access the history of interactions with a specific contact, including emails, meetings, and phone calls. Where can they find this information in Dynamics 365 Sales?

Accepted Answer

Timeline. The Timeline control in Dynamics 365 Sales aggregates all activities related to a specific record (e.g., a contact) into a single chronological feed. It displays emails, meetings, phone calls, notes, and system posts without requiring navigation to separate modules, giving the salesperson a complete interaction history at a glance.

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Queue

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Sales literature library

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Dashboard

Question 12

Which TWO of the following are key components of the sales process in Dynamics 365 Sales?

Accepted Answer

Opportunities. Opportunities (A) are a core component of the Dynamics 365 Sales process because they represent potential revenue-generating deals that move through the sales pipeline from qualification to close, tracking estimated revenue, probability, and stage. Leads (E) are also a key component, as they capture unqualified potential customers and serve as the starting point of the sales process before being qualified and converted into opportunities, contacts, or accounts. Together, leads and opportunities form the backbone of the lead-to-opportunity sales lifecycle in Dynamics 365 Sales. Knowledge articles (B), cases (C), and queues (D) are not core sales-process components; they belong to customer service functionality in Dynamics 365 Customer Service, where knowledge articles support case resolution and queues route service work items.

Answer

Knowledge articles

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Cases

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Queues

Question 13

Which TWO of the following are capabilities of Dynamics 365 Sales Copilot?

Accepted Answer

Recommend email responses. Option C is correct because Dynamics 365 Sales Copilot can generate AI-powered email reply suggestions based on the context of the customer record and prior interactions, helping sellers respond faster. Option E is correct because Sales Copilot summarizes customer interactions, such as emails, meetings, and notes, to give sellers a concise view of the deal history. The other options are not capabilities of Sales Copilot: mandatory field entry is enforced through form configuration and business rules, workflow creation is done manually or via Power Automate, and custom dashboards are built with the dashboard designer rather than by Copilot.

Answer

Enforce mandatory field entry

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Automatically create workflows

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Create custom dashboards

Question 14

Which THREE of the following are valid ways to automate sales processes in Dynamics 365 Sales?

Accepted Answer

Sales sequences. Sales sequences (A) are a built-in Dynamics 365 Sales feature that automates a series of seller activities such as emails, phone calls, and tasks, guiding sellers through a defined cadence, so they are a valid sales-process automation method. Workflows (C) are classic Dynamics 365 background or real-time processes that can automatically create, update, assign, or send records and notifications based on conditions, making them a valid automation mechanism for sales processes. Power Automate flows (E) extend automation across Dynamics 365 and other services with triggers and actions (for example, when an opportunity is won, post to Teams and create a task), so they are also a valid way to automate sales processes. Business rules (B) are valid in Dynamics 365 but are primarily used to enforce field validation and show/hide or set field values on forms rather than to automate multi-step sales processes, and AI-driven suggestions (D) are assistive insights that recommend actions rather than automate processes, so neither is one of the three intended answers.

Answer

Business rules

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AI-driven suggestions

Question 15

Refer to the exhibit. Which attribute contributes the most to the lead score?

Accepted Answer

email_engagement. In Dynamics 365 Sales, lead scoring models assign points to attributes based on their predictive power. Email engagement (e.g., opens, clicks, replies) is typically weighted highest because it directly indicates active interest and intent, often contributing the most points to the lead score compared to static demographic fields like job title or company size.

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job_title

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lead_source

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company_size