MB-910 Describe Dynamics 365 Sales Practice Question
A company uses Dynamics 365 Sales to manage its sales process. The team wants to automatically create follow-up tasks for sales representatives when an opportunity reaches the 'Proposal' stage. The tasks should be assigned to the opportunity owner and due in 3 days. What is the best approach to achieve this?
⚠ Common exam trap
Watch out — candidates often confuse business process flow task steps (which require manual creation) with automated task generation, leading them to select Option A, not realizing that Power Automate is required for true automation.
Answer choices
Why each option matters
Answer the question above first, then reveal the full breakdown to understand why each option is right or wrong.
Correct answer & explanation
✓
Create a Power Automate flow triggered when the opportunity stage changes to 'Proposal'
Power Automate provides the most flexible and direct way to automatically create a follow-up task when an opportunity stage changes to 'Proposal'. It can be triggered by the 'When a stage changes' Dataverse connector, then create a task record assigned to the opportunity owner with a due date calculated as 3 days from the trigger time. This approach does not require manual intervention or form customization and fully automates the business requirement.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
Modify the business process flow to include a task step
Why it's wrong here
Business process flows include stages and steps, but they do not automatically create tasks without additional customization.
- ✗
Configure an email template to be sent when the stage changes
Why it's wrong here
Email templates send emails, not create tasks.
- ✗
Use a stage-specific form to display a task subgrid
Why it's wrong here
Subgrids display existing records, they do not create tasks automatically.
- ✓
Create a Power Automate flow triggered when the opportunity stage changes to 'Proposal'
Why this is correct
A flow can create a task and set owner, due date, and other fields.
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Written by Johnson Ajibi, MSc IT Security
Senior Network & Security Engineer · founder of Courseiva
This MB-910 practice question is part of Courseiva's free Microsoft certification practice question bank. Courseiva provides original exam-style practice questions with explanations, topic-based practice, mock exams, readiness tracking, and study analytics to help learners prepare for the MB-910 exam.