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Describe Dynamics 365 SaleshardMultiple ChoiceObjective-mapped

MB-910 Describe Dynamics 365 Sales Practice Question

A sales team uses a custom entity 'Project' that has a lookup to 'Opportunity'. They want to see all Projects linked to an Opportunity in the Opportunity's timeline. What must you configure?

⚠ Common exam trap

Many exam-takers confuse the timeline control with a subgrid, assuming both can display related records, but the timeline is specifically designed for chronological activity aggregation while a subgrid is for tabular data display.

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

Set up timeline control on the opportunity form to include the Project entity

The timeline control in Dynamics 365 Sales automatically aggregates activities and notes from related entities, including custom entities with a lookup to the record. By configuring the timeline control on the Opportunity form to include the 'Project' entity, the system will display all Project records linked to that Opportunity directly in the timeline, without requiring additional development or manual configuration.

Answer analysis

Option-by-option breakdown

For each option: why learners choose it and why it is or isn't the right answer here.

  • Set up timeline control on the opportunity form to include the Project entity

    Why this is correct

    Timeline can be configured to show activities and notes from related custom entities.

  • Add a subgrid of Projects on the opportunity form

    Why it's wrong here

    A subgrid shows records but not within the timeline; timeline is a separate control.

  • Enable auto capture for the Project entity

    Why it's wrong here

    Auto capture is for emails and meetings, not custom entities.

  • Create a Power Automate flow to post project updates to the timeline

    Why it's wrong here

    While possible, it's not the standard way; timeline supports related records natively.

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