MB-910 Describe Dynamics 365 Sales Practice Question
A sales manager wants to ensure that when a salesperson converts a lead to an opportunity, the opportunity record automatically inherits the estimated revenue from the lead. The lead source is also tracked for reporting. What should the sales manager configure?
⚠ Common exam trap
Candidates often think a workflow or business process flow is needed to transfer data, but Microsoft explicitly tests that field mapping is the native, automatic mechanism for copying lead fields to opportunities during qualification.
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
✓
Use field mapping between lead and opportunity entities.
Dynamics 365 Sales uses field mapping to automatically transfer data from a lead to an opportunity when the lead is qualified. By default, the estimated revenue field is mapped, but the sales manager can customize field mappings to ensure the lead source is also copied, enabling accurate reporting without manual entry or additional automation.
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 field mapping between lead and opportunity entities.
Why this is correct
Field mapping automatically copies values from lead to opportunity during qualification.
- ✗
Configure a business process flow for lead to opportunity conversion.
Why it's wrong here
Business process flows guide the sales process but don't automatically copy field values.
- ✗
Create a workflow to update opportunity revenue when lead is qualified.
Why it's wrong here
A workflow can copy data but field mapping is the standard out-of-the-box method.
- ✗
Enable the Sales Acceleration tool for lead prioritization.
Why it's wrong here
Sales Acceleration is for prioritizing leads, not for field mapping.
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