MB-910 Describe Dynamics 365 Sales Practice Question
A salesperson needs to automatically send a customized quote to a customer when an opportunity reaches the 'Proposal' stage. What is the best way to achieve this in Dynamics 365 Sales?
⚠ Common exam trap
Candidates often confuse a creation trigger (Option A) with a stage-change trigger, not realizing that the opportunity already exists before reaching 'Proposal', so a creation trigger would fire too early.
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 workflow that triggers when the opportunity stage changes to 'Proposal'
Dynamics 365 Sales allows you to create a workflow (or a Power Automate flow) that triggers when the opportunity stage changes to 'Proposal'. This workflow can then automatically generate and send a customized quote to the customer, meeting the requirement without manual intervention. The trigger is specifically the stage change, not creation or assignment.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
Create a Power Automate flow that triggers on opportunity creation
Why it's wrong here
This triggers on creation, not stage change to 'Proposal'.
- ✗
Enable Copilot to auto-generate and send the quote
Why it's wrong here
Copilot can suggest but not automatically send.
- ✗
Use sales sequences to assign the task to the salesperson
Why it's wrong here
Sequences guide activities but do not automate sending.
- ✓
Create a workflow that triggers when the opportunity stage changes to 'Proposal'
Why this is correct
A workflow can be set to trigger on stage change and send the quote.
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