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

Question 1

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.

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Create a workflow that triggers on opportunity win.

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Configure a business process flow for opportunity.

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Add a custom button to create an order.

Question 2

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.. Dynamics 365 Sales allows users to directly create a new opportunity record from the Opportunities entity, either via the 'New' button on the opportunities list or through the 'Add Opportunity' option on a related record. This is a standard manual creation method that bypasses any conversion or qualification process. Option C is correct because qualifying a lead automatically converts it into an opportunity, along with optionally creating a contact and account, which is the primary pipeline-driven method for opportunity creation.

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By converting a quote into an opportunity.

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By closing an order as won.

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By generating an invoice.

Question 3

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

Accepted Answer

Predictive Lead Scoring. Predictive Lead Scoring is a key feature of Dynamics 365 Sales Insights because it uses machine learning models to analyze historical lead data and assign a score indicating the likelihood of conversion. This helps sales teams prioritize leads with the highest potential, directly improving efficiency and close rates.

Answer

Sequences

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Product Catalog

Question 4

Which TWO of the following can be attached to an opportunity record to support the sales process?

Accepted Answer

Note. In Dynamics 365 Sales, Notes and Documents can be attached to an opportunity record to capture additional context, such as meeting notes, customer communications, or supporting files like proposals and contracts. These attachments are stored in the record's timeline and are directly accessible to sales teams to support the sales process.

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Workflow

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Product Catalog

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SLA

Question 5

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 6

Refer to the exhibit. After running the PowerShell script, which field will contain the value 'Follow-up call'?

Accepted Answer

Subject. The script sets the 'subject' field to 'Follow-up call'. Option A is incorrect because 'telephone1' is set to '555-1234'. Option C is incorrect because 'companyname' is set to 'Contoso'. Option D is incorrect because 'firstname' is set to 'John'. The PowerApps PowerShell script creates a lead record and assigns values to fields: 'firstname' = 'John', 'lastname' = 'Doe', 'companyname' = 'Contoso', 'subject' = 'Follow-up call', 'telephone1' = '555-1234'. Therefore, only the 'subject' field contains 'Follow-up call'.

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Phone

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Company Name

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First Name

Question 7

Refer to the exhibit. After how many days from the start of the sequence will the first phone call activity occur?

Accepted Answer

2 days. The exhibit shows a sequence with a 2-day wait step after the initial 'Start' trigger, followed by a phone call activity. Therefore, the first phone call occurs exactly 2 days from the start of the sequence. In Dynamics 365 Sales sequences, wait steps define the delay before the next activity is automatically created or assigned.

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5 days

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7 days

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0 days

Question 8

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 9

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.

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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 10

Your organization uses Dynamics 365 Sales and wants to use AI to score leads based on their likelihood to convert. The sales team reports that many high-scored leads are not contacting them. How should you adjust the lead scoring model?

Accepted Answer

Add attributes such as email open rates and website visits. Adding behavioral attributes like email open rates and website visits provides richer engagement signals to the AI model, which can better predict conversion intent. In Dynamics 365 Sales, the predictive lead scoring model uses machine learning to analyze historical lead data, and incorporating these interaction-based attributes helps the model distinguish between leads that are merely high-scored due to demographic or firmographic data and those showing active interest. This adjustment directly addresses the issue of high-scored leads not contacting the sales team by aligning the score with actual engagement.

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Manually override scores for leads that seem promising

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Reduce the number of leads fed into the model

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Increase the weight of lead source from administrative events

Question 11

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 12

Your company uses Dynamics 365 Sales and wants to ensure that salespeople follow a consistent process when qualifying leads. Which feature should they use to enforce a sequence of steps?

Accepted Answer

Sales sequences. Sales sequences in Dynamics 365 Sales are designed to enforce a consistent, step-by-step process for sales activities, such as lead qualification. They allow administrators to define a series of automated actions (e.g., emails, tasks, phone calls) that salespeople must follow, ensuring adherence to a standardized lead qualification workflow. This directly addresses the requirement to enforce a sequence of steps.

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Business process flows

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Sales Copilot

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Automated workflows

Question 13

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 14

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 15

Your Dynamics 365 Sales instance has a custom field 'Priority' on opportunities. You want to automatically set this field to 'High' when the estimated revenue exceeds $50,000. What is the most efficient way to implement this?

Accepted Answer

Create a real-time workflow that triggers on opportunity update and sets the field. A real-time workflow triggers immediately when an opportunity is updated, allowing you to evaluate the estimated revenue and set the Priority field to 'High' if it exceeds $50,000. This is the most efficient approach as it runs synchronously without requiring user interaction or scheduled polling, and it directly modifies the field on the same record.

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Use a business rule on the opportunity form

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Create a Power Automate flow that runs on a schedule

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Add a calculated field that computes the priority