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

Question 1

A company uses Dynamics 365 Sales and wants to integrate with a third-party email marketing system to automatically create leads when a recipient clicks a link. What is the recommended approach?

Accepted Answer

Use Power Automate to listen for the click event and create a lead. Power Automate is the recommended approach because it can listen for an external HTTP trigger (e.g., a webhook from the email marketing system when a link is clicked) and then create a lead record in Dynamics 365 Sales. This provides a flexible, low-code integration without requiring direct synchronization or custom development, aligning with Microsoft's modern integration strategy.

Answer

Configure Server-Side Synchronization with the marketing system

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Use Marketing Lists and Quick Campaigns

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Create a custom action in Dynamics 365

Question 2

Which THREE actions can be performed using the Sales Copilot in Dynamics 365 Sales?

Accepted Answer

Summarize a long email thread. Sales Copilot uses AI to analyze email threads and generate concise summaries, helping sellers quickly grasp key points without reading lengthy conversations. This feature leverages natural language processing (NLP) to extract relevant details from the email context.

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Create custom dashboards for sales reports

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Predict lead scores using historical data

Question 3

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

Accepted Answer

Opportunity. In Dynamics 365 Sales, when you qualify a lead, the system can automatically create an Opportunity and a Contact record. The Opportunity is the core sales entity that tracks the potential deal through its lifecycle, while the Contact represents the individual associated with the lead. Both are direct outcomes of the lead qualification process.

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Quote

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Account

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Invoice

Question 4

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

Accepted Answer

Copilot suggested actions. Copilot suggested actions in Dynamics 365 Sales uses AI to analyze seller context, such as email threads and deal progress, and proactively recommends next steps like scheduling a follow-up or updating a quote. This helps sales reps prioritize daily work by surfacing high-impact tasks without manual effort.

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Sequence

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Lead Scoring

Question 5

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

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The 'LeadSource' field is empty

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The 'BudgetAmount' field is missing

Question 6

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.

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The lead is assigned to the manager

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

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The lead is assigned to the sales team

Question 7

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.

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Notes entity

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Activity entity

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Email entity

Question 8

Your organization uses Dynamics 365 Sales and wants to automatically capture emails from prospects and link them to the corresponding contact and opportunity records. Which feature should you enable?

Accepted Answer

Server-side synchronization. Server-side synchronization is the correct feature because it enables automatic synchronization of emails, appointments, and contacts between Dynamics 365 and Exchange. When configured, it can automatically track emails from prospects and link them to the corresponding contact and opportunity records based on email addresses and tracking tokens, without requiring any client-side add-ins or manual intervention.

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Email engagement

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Exchange Online integration

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Activity feed

Question 9

A sales team is implementing Dynamics 365 Sales and wants to use AI-driven insights to identify the best next actions for closing deals. Which feature should they use?

Accepted Answer

Copilot for Sales. Copilot for Sales is the correct feature because it uses generative AI and contextual data from Dynamics 365 and Microsoft 365 to suggest the best next actions, such as drafting emails, scheduling follow-ups, or summarizing deal progress. This directly addresses the need for AI-driven insights to identify next actions for closing deals, as it proactively recommends steps based on real-time CRM data and conversation context.

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Predictive scoring

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Relationship analytics

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Sales Insights

Question 10

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.

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Unit group

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Price list

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Discount list

Question 11

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

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Assignment rules

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Workflow

Question 12

A sales manager wants to forecast revenue by analyzing historical win rates and deal sizes. Which out-of-the-box capability should they use?

Accepted Answer

Sales forecasting. Sales forecasting is the correct out-of-the-box capability because it allows sales managers to predict future revenue by analyzing historical win rates and deal sizes. This feature aggregates pipeline data and applies historical trends to generate forecasts, directly supporting the manager's need to analyze past performance for future revenue predictions.

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Predictive scoring

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Copilot for Sales

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Goal management

Question 13

A salesperson wants to send a personalized email template to a prospect and track when the email is opened. Which feature should they use?

Accepted Answer

Email engagement. Email engagement in Dynamics 365 Sales provides tracking capabilities such as open and click-through rates on emails sent from the system. By enabling email engagement, the salesperson can send a personalized email template and receive real-time notifications when the prospect opens the email, allowing for timely follow-ups.

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Email template

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Quick Campaign

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Server-side synchronization

Question 14

Your organization wants to ensure that sales reps follow a consistent sales process from lead to close. Which feature should you implement?

Accepted Answer

Business process flow. A business process flow (C) is the correct feature because it provides a guided, visual sales process that ensures all sales reps follow the same stages (e.g., Lead → Qualify → Develop → Propose → Close) consistently. It enforces data entry and stage progression, aligning with the requirement for a standardized lead-to-close process in Dynamics 365 Sales.

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Sales playbook

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Workflow

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Dialog process

Question 15

A sales manager notices that the forecasted revenue for the quarter is significantly lower than expected. They want to understand which deals are at risk and why. Which tool should they use?

Accepted Answer

Relationship analytics. Relationship analytics (B) is the correct tool because it provides insights into the health of customer relationships, including communication patterns and engagement levels, which directly helps identify deals at risk and the underlying reasons (e.g., lack of contact, stalled activities). This aligns with the sales manager's need to understand why forecasted revenue is low by analyzing deal-specific relationship data.

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Predictive scoring

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Copilot for Sales

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Sales pipeline view