MB-910 Describe Dynamics 365 Sales Practice Question
A sales manager notices that some opportunities are stuck in the 'Proposal' stage for too long. They want to automatically escalate such opportunities to the manager if they remain in the stage for more than 10 days. What should they configure?
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
✓
SLA (Service Level Agreement) with a failure action
An SLA (Service Level Agreement) with a failure action can automatically escalate an opportunity to the manager when it remains in the 'Proposal' stage for more than 10 days. Option A is incorrect because Business Process Flows guide users through a process but do not automatically escalate based on time limits. Option C is incorrect because Sales Sequences automate sequential actions but do not enforce time-based escalations. Option D is incorrect while Workflow can be used, SLA with failure action is the standard and more straightforward approach for time-based escalations in Dynamics 365 Sales.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
Business Process Flow
Why it's wrong here
Business Process Flow guides users through stages but does not automatically escalate based on time. It lacks built-in time-based escalation capabilities.
- ✓
SLA (Service Level Agreement) with a failure action
Why this is correct
SLA (Service Level Agreement) with a failure action is the correct choice. It can be configured to track time in a stage and trigger an escalation (e.g., notify manager) when the time limit is exceeded.
- ✗
Sales Sequence
Why it's wrong here
Sales Sequences automate a series of actions (e.g., emails, tasks) but do not handle time-based stage escalations. They are not designed for SLA-type monitoring.
- ✗
Workflow
Why it's wrong here
Workflows are tempting as they automate business processes like sending emails or updating records based on triggers such as record creation or field changes. They would be suitable if the requirement was, for instance, to immediately notify the sales manager when an opportunity *enters* the 'Proposal' stage. However, classic workflows lack the specific timer functionality needed to monitor how long a record *remains in a particular stage* and trigger an action *only after* a defined duration (e.g., 10 days) has passed without exiting that stage. This duration-based monitoring within a specific process stage is not their design purpose.
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