MB-910 Describe Dynamics 365 Sales Practice Question
A sales manager wants to automatically assign leads to the appropriate salesperson based on the lead's geographic region. The regions are North America, Europe, Asia, and others. The assignment should happen as soon as the lead is created. What is the most efficient way to achieve this?
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 routing rule set with conditions for each region and assign to the corresponding salesperson.
Routing rules with rule-based assignment can automatically assign leads based on region. Option A is wrong because manual assignment is not automatic. Option C is wrong because workflows can assign but routing rules are more efficient for lead assignment. Option D is wrong because queues are for grouping, not automatic assignment to specific users.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
Use a queue and have salespeople claim leads from the queue.
Why it's wrong here
Queues don't automatically assign to specific users.
- ✓
Create a routing rule set with conditions for each region and assign to the corresponding salesperson.
Why this is correct
Routing rules automatically assign leads based on conditions.
- ✗
Create a workflow that triggers on lead creation and assigns to a salesperson based on region.
Why it's wrong here
Workflows can do this, but routing rules are the standard approach for lead assignment.
- ✗
Train salespeople to manually pick leads from a shared queue.
Why it's wrong here
This is not automatic and may cause delays.
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