Quick Answer
The correct answer is Document, along with Notes, as these are the two attachment types supported on an opportunity record in Dynamics 365 Sales. Notes allow you to capture free-form text like meeting summaries or customer feedback directly in the timeline, while Documents enable you to attach supporting files such as proposals, contracts, or pricing sheets that are stored in SharePoint and linked to the record. On the MB-910 exam, this concept tests your understanding of how sales teams enrich opportunities with contextual data to advance the sales process—a common trap is assuming that emails or tasks can be directly attached as files, but those are separate activities linked via the timeline, not attachments. A reliable memory tip is to think of Notes as text and Documents as files; if it’s not one of those two, it’s not a direct attachment to the opportunity record.
This MB-910 practice question tests your understanding of describe dynamics 365 sales. Read the scenario carefully and evaluate each option against the stated constraints before committing to an answer. After answering, compare your reasoning against the explanation and wrong-answer breakdown below. Once you have made your selection, read the full explanation to reinforce the concept and understand why each distractor is designed to mislead on exam day.
Which TWO of the following can be attached to an opportunity record to support the sales process?
Workflow
Why wrong: Workflows are processes, not attachments.
Note
Notes can be added to opportunity records.
Product Catalog
Why wrong: Product Catalog is a global entity, not attached to a single record.
Document
Documents can be attached to opportunity records.
SLA
Why wrong: SLA is a service level agreement configuration, not an attachment.
Answer choices
Answer the question above first, then reveal the full breakdown to understand why each option is right or wrong.
Correct answer & explanation
Note
In Dynamics 365 Sales, Notes and Documents can be attached to an opportunity record to capture additional context, such as meeting notes, customer communications, or supporting files like proposals and contracts. These attachments are stored in the record's timeline and are directly accessible to sales teams to support the sales process.
Key principle: Answer the scenario, not the keyword: identify the specific constraint before choosing the most familiar-sounding option.
Answer analysis
For each option: why learners choose it and why it is or isn't the right answer here.
Workflow
Why it's wrong here
Workflows are processes, not attachments.
Note
Why this is correct
Notes can be added to opportunity records.
Related concept
Read the scenario before looking for a memorised answer.
Product Catalog
Why it's wrong here
Product Catalog is a global entity, not attached to a single record.
Document
Why this is correct
Documents can be attached to opportunity records.
Related concept
Read the scenario before looking for a memorised answer.
SLA
Why it's wrong here
SLA is a service level agreement configuration, not an attachment.
Common exam traps
The trap here is that candidates confuse entities that can be 'associated' (like workflows or products) with items that can be physically 'attached' as files or notes to a record, leading them to select Product Catalog or Workflow instead of the correct attachment types.
Detailed technical explanation
Notes in Dynamics 365 are stored as annotations in the `Annotation` entity, supporting text and file attachments (up to 128 MB per file). Documents are typically stored in SharePoint or Azure Blob Storage when integrated, enabling version control and co-authoring. This allows sales teams to collaborate on proposals without leaving the CRM, and the attachments are visible in the timeline alongside activities and posts.
Key takeaway
Answer the scenario, not the keyword: identify the specific constraint before choosing the most familiar-sounding option.
Real-world example
A company's IT admin needs to give a contractor read-only access to production logs without sharing account credentials. Using role-based access control (RBAC) and temporary scoped permissions — not a permanent shared password — is the correct pattern. Questions like this test whether you can apply least-privilege access across cloud identity services.
What to study next
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FAQ
Describe Dynamics 365 Sales — This question tests Describe Dynamics 365 Sales — Read the scenario before looking for a memorised answer..
The correct answer is: Note — In Dynamics 365 Sales, Notes and Documents can be attached to an opportunity record to capture additional context, such as meeting notes, customer communications, or supporting files like proposals and contracts. These attachments are stored in the record's timeline and are directly accessible to sales teams to support the sales process.
Identify which exam domain this question belongs to, review the core concept, then practise similar questions from the same domain.
Read the scenario before looking for a memorised answer.
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Last reviewed: Jun 24, 2026
This MB-910 practice question is part of Courseiva's free Microsoft certification practice question bank. Courseiva provides original exam-style practice questions with explanations, topic-based practice, mock exams, readiness tracking, and study analytics to help learners prepare for the MB-910 exam.
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