MB-910 Describe Dynamics 365 Sales Practice Question
A sales rep is working on a complex deal with multiple stakeholders. The rep wants to ensure all communications are logged and the deal progresses smoothly. Which two features should be used together? (Choose two)
⚠ Common exam trap
Many candidates confuse Sequence (automated step-by-step activities) with the Relationship Assistant (intelligent reminders), or they think Copilot can log communications, when in fact it only assists with content generation and not automatic syncing.
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
✓
Server-Side Synchronization
Server-Side Synchronization (C) automatically syncs emails, appointments, and contacts between Dynamics 365 and Exchange, ensuring all communications with stakeholders are logged without manual effort. The Relationship Assistant (D) provides actionable insights and reminders (e.g., 'Send follow-up email' or 'Log a call') to keep the deal progressing smoothly. Together, they automate communication logging and guide the rep through the sales process.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
Copilot
Why it's wrong here
Copilot suggests actions but doesn't log communications.
- ✗
Lead Scoring
Why it's wrong here
Lead Scoring is for leads, not active deals.
- ✓
Server-Side Synchronization
Why this is correct
Automatically tracks email and appointment activities.
- ✓
Relationship Assistant
Why this is correct
Provides cards for stakeholder management and deal progress.
- ✗
Sequence
Why it's wrong here
Sequence provides guided steps but not stakeholder management.
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