MB-910 Describe Dynamics 365 Sales Practice Test 8 — 15 Questions

Question 1

A sales manager at Fabrikam wants to give each seller a prioritized list of open opportunities that highlights which deals are most likely to close soon, based on signals such as recent customer activity and deal age. The manager does not want sellers to manually sort views. Which Dynamics 365 Sales feature should the manager configure?

Choose an answer to begin — your selection is scored in the full session.

Accepted Answer

The opportunity list in the sales accelerator. The sales accelerator's opportunity list is the feature that builds a prioritized work queue from signals rather than manual sorting. It helps sellers focus on the deals most likely to progress, using dynamic indicators like recent activity and time in stage. Static views and outreach-focused sequences do not deliver this adaptive, signal-based ranking.

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A system view filtered by estimated revenue

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Sales accelerator with a sequence

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Predictive scoring on opportunities

Question 2

A sales manager uses Dynamics 365 Sales and wants to give each salesperson a personalized view of their own opportunities, leads, and activities on a single page. The view should show only records owned by the signed-in user and update automatically. Which feature should the manager configure?

Accepted Answer

Personal dashboard. A personal dashboard is a user-owned dashboard that can combine charts and lists for opportunities, leads, and activities. Because it is personal, each salesperson can set it as their default and see only their own records. It updates automatically and provides the single-page personalized experience the sales manager wants to give the team.

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System view

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Sales Insights

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Goal

Question 3

You are a system administrator for an organization that uses Dynamics 365 Sales. The sales team wants to ensure that when they create a quote from an opportunity, the products from the opportunity are automatically included in the quote. They also want to prevent users from adding products that are not in the opportunity's product list. What should you configure?

Accepted Answer

Quote creation from opportunity with product mapping. Creating a quote from an opportunity automatically copies the opportunity's products to the quote. This built-in functionality ensures that the products are included. To prevent adding products not in the opportunity, you can apply a business rule or other validation on the Quote Product entity, but the primary configuration is to use the standard quote creation from opportunity.

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Business rule on the Quote Product entity

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Custom workflow that copies products and locks the quote

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Product catalog with price lists

Question 4

A sales manager at Northwind Traders wants to analyze the performance of the sales team over the last quarter. The manager needs to see how many opportunities each salesperson won, the total revenue generated, and the average deal size. The manager also wants to be able to drill down into individual opportunities from the report. Which Dynamics 365 Sales feature should the manager use?

Accepted Answer

Dashboards. Dashboards in Dynamics 365 Sales are the appropriate feature because they support aggregated charts and lists, enabling the sales manager to view won opportunities, total revenue, and average deal size. Users can drill down from dashboard charts to individual records, providing the detailed analysis required. This built-in feature meets all the stated needs without additional tools.

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Advanced Find

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System Views

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Sales Analytics for Dynamics 365

Question 5

A sales manager wants to ensure that when a sales rep qualifies a lead, the resulting opportunity automatically inherits the lead's estimated value and potential customer. Which Dynamics 365 Sales feature enables this?

Accepted Answer

Lead Qualification Process. The Lead Qualification Process is designed to convert a lead into an opportunity, account, and contact, automatically transferring key fields like estimated value and potential customer. This built-in functionality ensures that data is not lost and reduces manual re-entry.

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Workflow

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Field Mapping in Customization

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Business Rule

Question 6

A sales team at a manufacturing company uses Dynamics 365 Sales. The sales manager needs to ensure that when a salesperson creates a quote, the prices for products are automatically pulled from a centralized price list that varies by customer segment. Which feature should the manager configure?

Accepted Answer

Price list items with customer segment associations. The correct configuration involves associating price lists with customer segments so that when a quote is created, the appropriate price list is automatically applied. This ensures that prices are pulled from the correct centralized list based on the customer's segment, meeting the manager's requirement for automatic pricing without manual intervention.

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Discount lists

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Product catalog

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Price lists

Question 7

A sales manager notices that several opportunities in Dynamics 365 Sales have a probability of 10 percent even though the sales stage is Proposal. The manager wants Dynamics 365 Sales to automatically set the probability based on the selected sales stage, without manual entry, and wants the behavior to apply to all new and existing opportunities. What should the manager configure?

Accepted Answer

A business rule on the Opportunity entity. A business rule is the no-code way to set the probability field when the sales stage changes. It can be scoped to run on the entity so that existing records are updated when they are opened and saved, and it enforces the same stage-to-probability mapping for everyone. Calculated and rollup fields read or aggregate data rather than write to another field, and field-level security only controls access.

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A rollup field on the Opportunity entity

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A calculated field on the Opportunity entity

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A field-level security profile

Question 8

A sales representative at a software company uses Dynamics 365 Sales. They need to quickly view all open opportunities that are in the 'Proposal' stage and have a estimated revenue greater than $50,000. Which feature should they use?

Accepted Answer

Advanced Find. Advanced Find is the correct tool for building custom queries with multiple conditions on entities like Opportunity. It allows the sales rep to specify stage and revenue filters and view the matching records immediately, without creating a saved view. This meets the requirement for a quick, ad-hoc search.

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Sales literature

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Sales dashboard

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Opportunity views

Question 9

A sales manager wants to improve forecasting accuracy in Dynamics 365 Sales. The organization has multiple product lines and wants to see projected revenue by product line and by sales territory, with the ability to adjust the forecast manually. (Choose two.)

Accepted Answer

Configure forecast categories and map them to opportunity stages. Native forecasting in Dynamics 365 Sales depends on forecast categories that classify opportunities and a forecast configuration that defines rollup dimensions. Mapping categories to stages lets the system compute projections, and selecting product line and territory as rollup dimensions produces the segmented views the manager wants. Manual adjustments are supported in the forecast grid. Calculated fields cannot aggregate child records, field security is unrelated, and Power BI is a separate visualization tool.

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Create a calculated field on the Opportunity entity that sums all quote lines

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Enable field-level security on the estimated revenue field

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Configure a Power BI dashboard that pulls opportunity data directly from Dataverse

Question 10

A sales organization uses Dynamics 365 Sales. They want to leverage built-in AI capabilities to improve sales performance. Which two features are part of the Sales Insights add-in? (Choose two.)

Accepted Answer

Relationship analytics. The Sales Insights add-in includes Assistant and Relationship analytics. Assistant provides real-time guidance, while Relationship analytics offers insights into customer relationship health. These features are designed to enhance sales performance through AI-driven recommendations and analytics.

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LinkedIn Sales Navigator

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Conversation intelligence

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Forecasting

Question 11

A sales rep wants to quickly see a list of their upcoming meetings and tasks related to their opportunities without navigating away from the opportunity record. What feature should they use?

Accepted Answer

The Timeline control on the opportunity form.. The Timeline control on the opportunity form aggregates activities such as meetings, tasks, emails, and notes into a single chronological feed directly on the record. This allows the sales rep to view upcoming meetings and tasks related to the opportunity without navigating away from the form.

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The Relationship Assistant.

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The Notes section on the opportunity form.

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The Associated View for the opportunity.

Question 12

A sales manager wants to analyze the sales pipeline and identify deals that are at risk of not closing on time. Which dashboard type should they use?

Accepted Answer

Sales Pipeline dashboard.. The Sales Pipeline dashboard is specifically designed to visualize the sales pipeline, including deal stages, expected close dates, and revenue amounts. It provides at-a-glance insights into which deals are progressing as expected and which are stalled or at risk of slipping, enabling the sales manager to take proactive action.

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Sales Manager Goal dashboard.

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Sales Activity dashboard.

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Lead Generation dashboard.

Question 13

Which TWO actions can be performed using a business process flow in Dynamics 365 Sales?

Accepted Answer

Automatically create a phone call activity when moving to a new stage.. Business process flows in Dynamics 365 Sales can be configured to automatically create a phone call activity when a user moves to a new stage. This is done by adding a workflow or Power Automate flow that triggers on stage transition, enabling automated task creation without manual intervention.

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Enforce that all fields in the opportunity form are required.

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Automatically send an email when an opportunity is won.

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Control which users can view or edit opportunities.

Question 14

A sales representative wants to view a list of all activities related to a specific opportunity, including emails, phone calls, and meetings. Where should the representative look in Dynamics 365 Sales?

Accepted Answer

Timeline control on the opportunity record. The Timeline control on the opportunity record aggregates all activities—emails, phone calls, meetings, notes, and tasks—in a chronological feed directly within the record. This provides the sales representative with a single, real-time view of every interaction linked to that specific opportunity without needing to navigate to separate lists or queries.

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Sales Insights dashboard

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Associated View for activities

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Activity entity in Advanced Find

Question 15

Which TWO options are benefits of using the Dynamics 365 Sales mobile app?

Accepted Answer

Role-based tailored experiences for sales representatives. Option C is correct because the Dynamics 365 Sales mobile app delivers role-based tailored experiences, surfacing the entities, views, and dashboards most relevant to each sales role (for example, sellers see their accounts, opportunities, and activities rather than the full administrative sitemap). Option D is correct because the mobile app supports offline access to relevant sales data, letting sellers view and work with records such as accounts, contacts, and activities when disconnected, with changes synced back when connectivity returns. Options A, B, and E are not benefits of the mobile app: it does not expose all custom entities and fields without limitations, it does not automatically synchronize data with external CRM systems (integration requires configured connectors or APIs), and it does not provide full administrative capabilities for system configuration, which remain in the web/model-driven admin experience.

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Access to all custom entities and fields without limitations

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Automatic data synchronization with external CRM systems

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Full administrative capabilities for system configuration