MB-910 Describe Dynamics 365 Sales Practice Question
Contoso Ltd. is a global manufacturing company that recently implemented Dynamics 365 Sales. The sales team consists of 50 representatives located in North America, Europe, and Asia. They sell complex machinery with long sales cycles. The company wants to improve the efficiency of its sales process by automating routine tasks. Currently, sales representatives manually create follow-up tasks every time a customer meeting is completed. These tasks are often forgotten, leading to missed follow-ups. Additionally, the company wants to ensure that when a lead is qualified, the appropriate product catalog is presented based on the lead's region. The system should automatically create an opportunity with the correct price list. The sales manager also wants to be able to view a dashboard that shows the number of overdue tasks per salesperson. Which combination of Dynamics 365 Sales features should the administrator implement to address all these requirements?
⚠ Common exam trap
Watch out — candidates often think lead scoring or Sales Insights can automate task creation, but these features focus on prioritization and analytics, not on triggering actions like task generation from meetings.
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
✓
Use Power Automate to create follow-up tasks after meetings, configure product catalog with regional price lists, and use a personal dashboard to display overdue tasks.
Power Automate can create follow-up tasks automatically after meetings, addressing the missed follow-ups. Configuring the product catalog with regional price lists ensures the correct price list is applied when an opportunity is created from a qualified lead. A personal dashboard can display overdue tasks per salesperson, meeting the manager's reporting requirement.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
Enable lead scoring to qualify leads faster, use seller cards to display tasks, and configure automatic record creation rules for tasks.
Why it's wrong here
Lead scoring and seller cards do not automate task creation or price list assignment.
- ✗
Implement Sales Insights for activity tracking, use lead scoring to prioritize leads, and configure personal dashboards for overdue tasks.
Why it's wrong here
Sales Insights provides analytics, not task automation. Lead scoring does not assign price lists.
- ✓
Use Power Automate to create follow-up tasks after meetings, configure product catalog with regional price lists, and use a personal dashboard to display overdue tasks.
Why this is correct
Power Automate can create tasks, product catalog with price lists can be set on opportunity creation, and personal dashboards can show overdue tasks.
- ✗
Configure business process flows for opportunities, set up sales teams with assignment rules, and use the Sales Hub app for dashboards.
Why it's wrong here
Business process flows define stages but do not create tasks automatically. Sales teams do not manage price lists.
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