MB-910 Describe Dynamics 365 Sales Practice Question
A sales manager wants to create a personal dashboard that shows their team's opportunities by sales stage and estimated revenue. The dashboard should update in real time. What is the recommended approach?
⚠ Common exam trap
Candidates often confuse personal dashboards with system dashboards or assume that any external tool like Power BI is required for real-time data, when in fact Dynamics 365 personal dashboards are designed specifically for individual, real-time, in-app data visualization without additional integrations.
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 personal dashboard using charts and grids.
Personal dashboards in Dynamics 365 Sales allow individual users to create customized views of their data, including charts and grids that display opportunities by sales stage and estimated revenue. These dashboards support real-time updates by querying the underlying Dataverse data directly, ensuring the sales manager sees current information without manual refresh.
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 Excel Online to create a live connection.
Why it's wrong here
Excel Online integration is for export, not real-time dashboards.
- ✗
Create a system dashboard with charts.
Why it's wrong here
System dashboards are shared, not personal, and require admin privileges.
- ✓
Create a personal dashboard using charts and grids.
Why this is correct
Personal dashboards can be created by users to show their team's data.
- ✗
Integrate Power BI with Dynamics 365.
Why it's wrong here
Power BI integration is possible but not the most straightforward out-of-the-box method.
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