MB-910 Describe Dynamics 365 Sales Practice Test 2 — 15 Questions

Question 1

A sales team is using the Dynamics 365 Sales API to create an opportunity. The JSON exhibit shows the payload they are sending. The request fails because the product line items are not being added. What is the most likely cause?

Accepted Answer

The API does not support creating opportunity products inline with the opportunity; they must be created after the opportunity exists. Option A is correct because the Dynamics 365 Sales API does not allow creating opportunity products (opportunity line items) inline within the same POST request that creates the opportunity. The opportunity must first exist with a valid ID, and then the line items must be added via separate POST requests to the `opportunityproducts` entity. This is a fundamental design constraint of the OData-based API for Dynamics 365, which enforces a parent-child creation order.

Answer

The pricelevelid is specified at both opportunity and line item levels

Answer

The totalamount field is inconsistent with the line items total

Answer

The product numbers 'PR-001' and 'PR-002' do not exist in the system

Question 2

You are a sales operations administrator for Contoso Ltd. The sales team uses Dynamics 365 Sales to manage their pipeline. Recently, the team has reported that when they create a new lead from a marketing campaign, the lead's 'Source' field is not automatically populated with 'Campaign' as expected. The marketing team confirms that the campaign is properly set up and linked to the lead creation process. You need to ensure that the 'Source' field is automatically filled with 'Campaign' when a lead is created from a campaign. What should you do?

Accepted Answer

Create a custom workflow that triggers when a lead is created and sets the source field to 'Campaign' if the lead is associated with a campaign. Option D is correct because a custom workflow (or Power Automate flow) can be configured to trigger on lead creation and conditionally set the 'Source' field to 'Campaign' when the lead is associated with a campaign. This ensures automation without requiring user intervention or form modifications, directly addressing the requirement that the field be automatically populated.

Answer

Configure the campaign entity to automatically update the source field on all associated leads

Answer

Modify the lead form to make the source field read-only and set its default value to 'Campaign'

Answer

Use a business process flow to require the user to select 'Campaign' as the source when creating a lead from a campaign

Question 3

Drag and drop the steps to set up a custom entity in Dynamics 365 into the correct order.

Question 4

Match each Dynamics 365 concept to its description.

Question 5

A sales manager wants to track the progress of deals through a series of stages, such as 'Qualify' and 'Proposal'. What should you configure in Dynamics 365 Sales?

Accepted Answer

Business process flow. A business process flow in Dynamics 365 Sales provides a visual, stage-based pipeline (e.g., Qualify, Develop, Propose, Close) that guides users through each step of a sale. It enforces data entry and stage progression, enabling the sales manager to track deal progress and ensure consistency across the sales process.

Answer

Sales accelerator sequence

Answer

Goal management

Answer

Sales territories

Question 6

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 7

A sales rep needs to quickly identify which opportunities are most likely to close this quarter. The organization uses Dynamics 365 Sales with AI features. Which tool provides a prioritized list of opportunities based on predicted close probability?

Accepted Answer

Predictive opportunity scoring. Predictive opportunity scoring (Option C) is the correct tool because it uses machine learning models to analyze historical data and assign a probability score to each opportunity, enabling sales reps to see a prioritized list of opportunities most likely to close this quarter. This feature is part of Dynamics 365 Sales Insights and directly addresses the need for AI-driven prioritization based on predicted close probability.

Answer

Relationship analytics

Answer

Sales insights

Answer

Copilot in Dynamics 365 Sales

Question 8

Your organization uses Dynamics 365 Sales and wants to assign leads automatically based on product interest and geographic region. Which feature should you use?

Accepted Answer

Routing rules. Routing rules in Dynamics 365 Sales automatically assign leads to the appropriate salesperson or queue based on predefined criteria such as product interest and geographic region. Unlike assignment rules, routing rules evaluate lead attributes against conditions and route the lead to the correct owner or queue without manual intervention, making them the correct choice for this scenario.

Answer

Assignment rules

Answer

Queues

Answer

Business process flows

Question 9

A sales manager wants to see a visual representation of the sales pipeline with estimated revenue amounts at each stage. Which Dynamics 365 Sales tool should they use?

Accepted Answer

Sales pipeline chart. The Sales pipeline chart in Dynamics 365 Sales provides a visual, stage-by-stage representation of the sales pipeline, showing the estimated revenue amount at each stage (e.g., Qualify, Develop, Propose, Close). This chart is specifically designed to give sales managers a quick, graphical overview of pipeline health and revenue forecasts, directly fulfilling the requirement.

Answer

Copilot

Answer

Relationship analytics

Answer

Dashboards

Question 10

Your company uses Dynamics 365 Sales and wants to ensure that sales reps follow a consistent process when handling leads. The process includes mandatory fields at each stage. What should you use?

Accepted Answer

Business process flow. Option B is correct because business process flows can enforce mandatory fields and guide users through stages. Option A is wrong because workflow automations are for background processes, not interactive guidance. Option C is wrong because business rules define field behaviors but not stage progression. Option D is wrong because SLA only tracks time, not process steps.

Answer

Workflow

Answer

Service-level agreement (SLA)

Answer

Business rule

Question 11

A sales rep needs to record a phone call with a customer and associate it with the relevant opportunity. Which entity should the rep use in Dynamics 365 Sales?

Accepted Answer

Phone Call. In Dynamics 365 Sales, the 'Phone Call' activity entity is specifically designed to log and associate phone conversations with records like opportunities. It captures call direction, duration, subject, and the related opportunity via the 'Regarding' lookup field, enabling the rep to directly link the call to the opportunity for tracking and follow-up.

Answer

Task

Answer

Appointment

Answer

Note

Question 12

Your sales team uses Dynamics 365 Sales and wants to receive automatic notifications when a high-priority lead is created. Which feature should you configure?

Accepted Answer

Power Automate flow. Power Automate flow is the correct feature because it enables the sales team to create automated, event-driven workflows that trigger notifications when specific conditions are met, such as the creation of a high-priority lead. Unlike classic workflows or business rules, Power Automate provides flexible, modern integration with external systems and supports real-time triggers, making it ideal for sending automatic notifications via email, Teams, or mobile push alerts.

Answer

Classic workflow

Answer

Copilot

Answer

Business rule

Question 13

A sales manager notices that some opportunities are stuck in the 'Qualify' stage for weeks. They want to automatically move opportunities to a different stage if no activity occurs for 14 days. What should they use?

Accepted Answer

Power Automate flow. Power Automate flows can be triggered by a condition such as 'no activity for 14 days' on an opportunity record. They can then automatically update the stage field to move the opportunity to a different stage, providing the automation needed without manual intervention.

Answer

SLA

Answer

Business rule

Answer

Copilot

Question 14

Which TWO features are available in Dynamics 365 Sales to help sales reps prioritize their work?

Accepted Answer

Sales accelerator. The Sales accelerator is a feature in Dynamics 365 Sales that provides a prioritized, guided sequence of activities (e.g., calls, emails, tasks) for sales reps, helping them focus on the next best action. It uses a configurable work queue and sequence automation to ensure reps spend time on high-priority leads and opportunities, directly addressing the need to prioritize work.

Answer

Relationship analytics

Answer

Copilot

Answer

Business process flow

Question 15

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

MB-910 Describe Dynamics 365 Sales Practice Test 2 — 15 Questions

Exhibit

MB-910 Describe Dynamics 365 Sales Practice Test 2 — 15 Questions

Exhibit