MB-910 Describe Dynamics 365 Sales Practice Question
A sales manager wants to automatically assign leads to the appropriate sales team based on the lead’s geographic region. The assignment should happen immediately after the lead is created. Which feature should be used?
⚠ Common exam trap
Candidates often confuse 'Sales Teams' (a static group for collaboration) with the dynamic assignment logic of Routing Rules, assuming that simply creating a team will automatically assign leads to its members.
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
✓
Routing Rules
Routing Rules in Dynamics 365 Sales allow you to define conditions (e.g., based on geographic region) that automatically assign leads to the appropriate sales team immediately upon creation. This feature uses a rule-based engine to evaluate lead attributes and route them to the correct owner or queue without manual intervention.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✓
Routing Rules
Why this is correct
Routing Rules in Dynamics 365 Sales use condition-based logic to evaluate the lead’s geographic region field and immediately redirect the record to the correct sales team queue upon creation. This satisfies the stem’s requirement for automatic, instant assignment triggered at lead creation, without manual intervention or scheduled batch processing.
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Auto Capture
Why it's wrong here
Auto Capture captures activities, not assigns leads.
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Sales Teams
Why it's wrong here
Sales Teams define groups, not assignment rules.
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Queues
Why it's wrong here
Queues hold records but do not automatically assign them.
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