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 source and geographic region. Lead sources include 'Web', 'Referral', and 'Partner'. Regions are 'North', 'South', 'East', 'West'. Which feature should be used to automate lead assignment?
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
✓
Lead management routing rules
Lead management routing rules. These rules allow you to define conditions (such as lead source and geographic region) to automatically assign leads to the appropriate sales team or user. Option A is incorrect because while sales teams can be configured, the actual automation of assignment based on attributes is done through routing rules, not simply team configuration. Option B is incorrect because business process flows define stages and steps for sales processes, not automated lead assignment. Option D is incorrect because automatic record creation and update rules are used to create or update records based on conditions like incoming emails, not for routing leads based on attributes.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
Sales team configuration with assignment rules
Why it's wrong here
Sales teams define groups but assignment is done with routing rules.
- ✗
Business process flow automation
Why it's wrong here
Business process flows define stages, not assignment.
- ✓
Lead management routing rules
Why this is correct
Routing rules allow automatic assignment based on lead attributes.
- ✗
Automatic record creation and update rules
Why it's wrong here
These rules create records from email, they do not assign leads.
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