MB-910 Describe Dynamics 365 Sales Practice Question
A sales manager wants to automatically assign new leads to the appropriate salesperson based on the lead's source (e.g., web inquiry, referral, event). Which feature should they configure?
⚠ Common exam trap
A common mix-up: candidates confuse 'assignment rules' (which apply to cases and opportunities) with 'lead routing rules' (which are specific to leads), leading them to select option A incorrectly.
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 routing rules
Lead routing rules (option B) are the correct feature because they are specifically designed to automatically assign leads to salespeople based on criteria such as lead source, geography, or product interest. This allows the sales manager to define conditions (e.g., 'Source equals Web Inquiry') and map them to a specific user or queue, ensuring leads are distributed 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.
- ✗
Assignment rules
Why it's wrong here
Assignment rules are for records other than leads.
- ✓
Lead routing rules
Why this is correct
Lead routing rules automatically assign leads based on criteria.
- ✗
Queues
Why it's wrong here
Queues hold records for manual assignment.
- ✗
Sales teams
Why it's wrong here
Sales teams group users but do not automatically assign leads.
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