Explore the core capabilities of customer engagement apps in Dynamics 365 →mediumMultiple ChoiceObjective-mapped
MB-910 Practice Question: Explore the core capabilities of customer engagement apps in Dynamics 365
A salesperson needs to quickly generate a proposal from an opportunity in Dynamics 365 Sales. What is the recommended way?
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 Quote from the opportunity
Dynamics 365 Sales includes Quote functionality that allows salespeople to create a quote directly from an opportunity, which is the recommended way to generate a proposal. Option B is wrong because exporting data to Power BI is for analytics, not proposal generation. Option C is wrong because Word templates require manual effort and are not integrated into the opportunity-to-quote workflow. Option D is wrong because Copilot for Sales can assist with content but does not replace the full quote creation 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.
- ✓
Create a Quote from the opportunity
Why this is correct
Quotes are the standard way to generate proposals in Dynamics 365 Sales.
- ✗
Export opportunity data to Power BI
Why it's wrong here
Power BI is for reporting, not proposal generation.
- ✗
Use a Word template
Why it's wrong here
Word templates require manual effort and are not a built-in proposal workflow.
- ✗
Ask Copilot for Sales to write the proposal
Why it's wrong here
Copilot can assist but does not replace the Quote-to-Order process.
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