MB-910 Describe Dynamics 365 Sales Practice Question
A sales manager notices that opportunities are not being updated regularly, causing inaccurate forecasting. What should the sales team configure to ensure opportunities are updated proactively?
⚠ Common exam trap
Watch out — candidates often confuse a reactive notification to a manager (Option A) with a proactive reminder to the owner (Option B), or they mistakenly think that mandatory fields (Option C) can enforce ongoing updates rather than just initial data entry.
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 workflow that automatically sends a reminder to the opportunity owner if the opportunity has not been updated in 7 days.
It directly addresses the need for proactive updates by automatically reminding the opportunity owner after a defined period of inactivity (7 days). This leverages Dynamics 365's classic workflow or modern Power Automate capabilities to trigger a notification based on a 'last updated' date condition, ensuring the owner takes action before the opportunity becomes stale. This is the most direct and automated way to enforce update discipline without relying on manual intervention from the sales manager.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
Configure a Power Automate flow that sends an email to the sales manager when an opportunity is not updated for 14 days.
Why it's wrong here
This notifies after a longer period and still requires manual follow-up.
- ✓
Create a workflow that automatically sends a reminder to the opportunity owner if the opportunity has not been updated in 7 days.
Why this is correct
This automates proactive reminders based on inactivity.
- ✗
Use a business process flow to require mandatory fields on opportunity creation.
Why it's wrong here
This helps with data entry but not with updates over time.
- ✗
Set up a recurring email notification to the sales manager to manually remind reps.
Why it's wrong here
This still relies on manual action and does not enforce updates.
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