MB-910 Describe Dynamics 365 Sales Practice Test 4 — 15 Questions

Question 1

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 2

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) is correct because it automatically tracks and logs all email, appointments, and tasks exchanged with stakeholders directly in Dynamics 365, ensuring every communication is captured without relying on the rep to manually record it. Relationship Assistant (D) is correct because it surfaces actionable insights and reminders (such as upcoming activities, overdue tasks, and email follow-ups) that help the rep keep a complex, multi-stakeholder deal moving forward. Together, Server-Side Synchronization provides the complete activity history and Relationship Assistant turns that data into proactive guidance for progressing the deal. Copilot (A) is a generative AI assistant for drafting and summarizing content, not the mechanism for logging communications or driving deal progression. Lead Scoring (B) ranks leads by likelihood to convert and applies to the earlier lead stage, not to managing an in-progress complex deal. Sequence (E) automates a predefined series of sales activities for a contact or lead but does not itself log all communications or provide the contextual deal insights the scenario requires.

Answer

Copilot

Answer

Lead Scoring

Answer

Sequence

Question 3

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 4

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

Accepted Answer

Opportunity. Option B (Opportunity) is correct because Dynamics 365 Sales lets you qualify a Lead, and the Qualify action directly creates an Opportunity (along with an Account and Contact) while marking the Lead as qualified. Option D (Contact) is correct because the same Qualify process generates a Contact record from the Lead's contact information, linking it to the resulting Opportunity. Options A (Quote) and E (Invoice) are not created directly from a Lead; they are downstream sales entities generated later from an Opportunity via quotes and orders. Option C (Account) is not one of the two marked answers, even though qualifying a Lead can also produce an Account, so it is excluded per the question's specified correct set.

Answer

Quote

Answer

Account

Answer

Invoice

Question 5

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

Accepted Answer

Copilot suggested actions. Option A (Copilot suggested actions) is correct because Copilot in Dynamics 365 Sales surfaces AI-generated next-best actions and recommendations that help reps decide what to focus on each day. Option B (Work list / daily agenda) is correct because the Work list aggregates prioritized items such as upcoming activities, opportunities, and records needing attention into a single daily agenda view. Option E (Relationship Assistant cards) is correct because these cards proactively display actionable insights and reminders (e.g., overdue tasks, unanswered emails, upcoming meetings) directly in the sales rep's workspace to drive daily prioritization. Option C (Sequence) is not correct here because sequences are structured, multi-step outreach cadences that automate engagement across a defined sales process rather than a daily prioritization feature. Option D (Lead Scoring) is not correct here because lead scoring ranks leads by likelihood to convert using a predictive model, which supports qualification decisions rather than organizing a rep's day-to-day work items.

Answer

Sequence

Answer

Lead Scoring

Question 6

You are implementing a sales process. The above exhibit shows a Business Process Flow (BPF). A sales rep is unable to move from the 'Develop' stage to the 'Propose' stage. What is the most likely reason?

Accepted Answer

The 'Need' and 'Timeline' fields are not filled. In Dynamics 365 Sales, Business Process Flows (BPFs) enforce stage-gating by requiring specific fields to be completed before a record can move to the next stage. The 'Develop' stage typically mandates that the 'Need' and 'Timeline' fields are filled in, as these are critical for qualifying the opportunity. Without these fields populated, the BPF logic prevents progression to the 'Propose' stage, ensuring data completeness and process adherence.

Answer

The 'Quote' field is missing

Answer

The 'LeadSource' field is empty

Answer

The 'BudgetAmount' field is missing

Question 7

The exhibit shows a Power Automate flow triggered when a lead is created. The lead source option set values are: 1=Phone, 2=Web, 3=Referral. A lead with source 'Referral' is created. What will happen?

Accepted Answer

An email is sent to the manager requesting assignment. The flow is triggered when a lead is created, and the condition checks if the lead source equals 'Referral' (value 3). Since the lead source is 'Referral', the condition is true, and the flow proceeds to the 'Send an email' action, which sends an email to the manager requesting assignment. The lead is not directly assigned by the flow; only the email notification is sent.

Answer

The lead is assigned to the manager

Answer

The flow does not run because the lead source is not Web

Answer

The lead is assigned to the sales team

Question 8

A sales manager wants to view the history of all communications and activities related to a specific opportunity. Which entity should they use to track this information?

Accepted Answer

Timeline. The Timeline entity in Dynamics 365 Sales automatically aggregates all communications and activities—such as emails, notes, appointments, and phone calls—into a single chronological view for a specific record like an opportunity. This provides the sales manager with a unified history without needing to query separate entities. The Timeline is the correct entity because it is designed specifically to display the full activity history for a record.

Answer

Notes entity

Answer

Activity entity

Answer

Email entity

Question 9

A salesperson needs to quickly access up-to-date product pricing and inventory levels while creating a quote. Where should this information be configured?

Accepted Answer

Product catalog. The product catalog in Dynamics 365 Sales is the central repository that stores all product definitions, including pricing and inventory data. When a salesperson creates a quote, the system retrieves the current price and stock levels from the product catalog, ensuring the quote reflects accurate, up-to-date information without manual lookup.

Answer

Unit group

Answer

Price list

Answer

Discount list

Question 10

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 11

Which TWO actions can be performed using the Opportunity entity in Dynamics 365 Sales? (Choose two.)

Accepted Answer

Track potential revenue. Option A is correct because the Opportunity entity in Dynamics 365 Sales is specifically designed to track potential revenue from a prospective deal, storing estimated revenue fields such as Est. Revenue and supporting pipeline forecasting. Option E is correct because opportunities use the sales process with stages (Qualify, Develop, Propose, Close) recorded against the opportunity record, allowing sellers to track progression through the sales pipeline. Option B is not correct because competitor information is managed through the Competitor entity and related competitor records, not as a native action of the Opportunity entity itself. Option C is not correct because invoices are generated from the Invoice entity, typically after an opportunity is won and converted into a quote, order, and then invoice, not directly from the opportunity. Option D is not correct because the supported conversion path is lead-to-opportunity, not opportunity-to-lead; converting an opportunity back into a lead is not a standard action.

Answer

Manage competitor information

Answer

Generate an invoice directly

Answer

Convert an opportunity into a lead

Question 12

A sales manager wants to ensure that sales reps automatically receive a notification when a high-value opportunity is created. The system should also suggest the next best action based on historical data. Which feature should the administrator configure?

Accepted Answer

Sales Accelerator with AI suggestions. Sales Accelerator with AI suggestions uses machine learning models to analyze historical data and automatically trigger notifications when high-value opportunities are created. It then surfaces the next best action (e.g., call, email, or task) directly in the seller's worklist, enabling proactive engagement without manual configuration of rules or sequences.

Answer

Playbooks

Answer

Sequence Designer

Answer

Copilot for Sales

Question 13

A company uses Dynamics 365 Sales to manage its pipeline. The sales manager wants to view the total revenue of all open opportunities in the current quarter. Which tool should the manager use?

Accepted Answer

Pipeline View. The Pipeline View in Dynamics 365 Sales provides a visual, stage-by-stage breakdown of all open opportunities, including their estimated revenue and close dates. This allows the sales manager to quickly filter by the current quarter and see the total revenue of open opportunities without needing to create custom reports or dashboards.

Answer

Activity Feed

Answer

Sales Dashboard

Answer

Lead Management area

Question 14

A sales rep wants to send a personalized quote to a customer directly from Dynamics 365 Sales. The quote should include line items with prices and discounts. Which entity should the rep use to create the quote?

Accepted Answer

Opportunity. In Dynamics 365 Sales, quotes are created from opportunities because the opportunity entity captures the sales context (customer needs, budget, timeline) and serves as the parent record for generating a quote with line items, prices, and discounts. The 'Quote' entity is directly accessible from the opportunity record via the 'Quote' subgrid or the 'Create Quote' command, ensuring that the quote inherits relevant opportunity data.

Answer

Lead

Answer

Order

Answer

Invoice

Question 15

Which THREE steps are required when configuring a Business Process Flow for opportunities in Dynamics 365 Sales?

Accepted Answer

Define the stages and steps. Option B is correct because every Business Process Flow must have its stages and steps defined in the BPF designer; stages represent the phases of the sales process and steps are the individual data-entry items within each stage. Option C is correct because branching logic allows the BPF to conditionally route to different stages based on field values, and this is configured by setting conditions on the BPF entity's fields in the designer. Option D is correct because marking fields as required at a stage enforces data completeness before users can advance, which is a core configuration capability of BPFs. Option A is not required because BPFs natively handle stage transitions without a separate workflow trigger, and Option E is unrelated since connection roles are used for relationship tracking, not BPF configuration.

Answer

Create a workflow to trigger on stage change

Answer

Configure connection roles for the opportunity