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MB-910 · topic practice

Describe Dynamics 365 Sales practice questions

Practise Microsoft Dynamics 365 Fundamentals CRM MB-910 Describe Dynamics 365 Sales practice questions — original exam-style scenarios with answer choices, explanations, and analysis of common mistakes.

Courseiva uses original exam-style practice questions designed for learning and revision. The goal is to understand the concepts, recognise exam patterns, and improve through explanations — not memorise copied exam dumps.

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20 questionsDomain: Describe Dynamics 365 Sales

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What the exam tests

What to know about Describe Dynamics 365 Sales

Describe Dynamics 365 Sales questions test whether you can apply the concept in context, not just recognise a definition.

How the topic appears in realistic exam-style scenarios.

Which detail in the question changes the correct answer.

How to eliminate plausible but wrong options.

How to connect the question back to the wider exam objective.

Watch out for

Common Describe Dynamics 365 Sales exam traps

▸Answering from memory before reading the full scenario.
▸Missing a constraint such as cost, availability, security, scope or command context.
▸Choosing a broad answer when the question asks for the most specific fix.
▸Ignoring why the wrong options are tempting.

Practice set

Describe Dynamics 365 Sales questions

20 questions · select your answer, then reveal the explanation

Question 1mediummultiple choice

Read the full Describe Dynamics 365 Sales explanation →

A sales manager notices that opportunities are not being updated regularly, causing inaccurate forecasting. What should the sales team configure to ensure opportunities are updated proactively?

Trap 1: Configure a Power Automate flow that sends an email to the sales…

This notifies after a longer period and still requires manual follow-up.

Trap 2: Use a business process flow to require mandatory fields on…

This helps with data entry but not with updates over time.

Trap 3: Set up a recurring email notification to the sales manager to…

This still relies on manual action and does not enforce updates.

Study all Describe Dynamics 365 Sales common traps →

A
Configure a Power Automate flow that sends an email to the sales manager when an opportunity is not updated for 14 days.
Why wrong: This notifies after a longer period and still requires manual follow-up.
B
Create a workflow that automatically sends a reminder to the opportunity owner if the opportunity has not been updated in 7 days.
This automates proactive reminders based on inactivity.
C
Use a business process flow to require mandatory fields on opportunity creation.
Why wrong: This helps with data entry but not with updates over time.
D
Set up a recurring email notification to the sales manager to manually remind reps.
Why wrong: This still relies on manual action and does not enforce updates.

Full breakdown with real-world context →

Question 2hardmultiple choice

Read the full Describe Dynamics 365 Sales explanation →

A company wants to ensure that sales reps can view their own opportunities but not those of other reps, while sales managers can view all opportunities. What security model should be used?

Trap 1: Use a team-based security model where all sales reps are in one…

Team access would give reps access to other team members' records.

Trap 2: Give all users the same security role with Deep access.

Deep access allows access to all records in the hierarchy.

Trap 3: Create a security role with User level access and assign it to all…

User level limits to own records, but managers would also be limited.

Study all Describe Dynamics 365 Sales common traps →

A
Use a team-based security model where all sales reps are in one team.
Why wrong: Team access would give reps access to other team members' records.
B
Give all users the same security role with Deep access.
Why wrong: Deep access allows access to all records in the hierarchy.
C
Create a security role with User level access and assign it to all users.
Why wrong: User level limits to own records, but managers would also be limited.
D
Assign sales reps a security role with User level read access and managers a role with Business Unit level access.
User level limits reps to own records; Business Unit level allows managers to see all records in their business unit.

Full breakdown with real-world context →

Question 3easymultiple choice

Read the full Describe Dynamics 365 Sales explanation →

A sales rep wants to quickly see a list of their upcoming meetings and tasks related to their opportunities without navigating away from the opportunity record. What feature should they use?

Trap 1: The Relationship Assistant.

This provides insights but not a direct chronological activity list.

Trap 2: The Notes section on the opportunity form.

Notes are for free-form text, not for tracking meetings and tasks.

Trap 3: The Associated View for the opportunity.

This is a grid view of related records, not a chronological activity list.

Study all Describe Dynamics 365 Sales common traps →

A
The Relationship Assistant.
Why wrong: This provides insights but not a direct chronological activity list.
B
The Notes section on the opportunity form.
Why wrong: Notes are for free-form text, not for tracking meetings and tasks.
C
The Timeline control on the opportunity form.
The Timeline displays activities such as meetings, tasks, and emails chronologically.
D
The Associated View for the opportunity.
Why wrong: This is a grid view of related records, not a chronological activity list.

Full breakdown with real-world context →

Question 4mediummultiple choice

Read the full Describe Dynamics 365 Sales explanation →

A company uses Dynamics 365 Sales and wants to automatically calculate the probability of closing a deal based on the sales stage. What feature should they configure?

Trap 1: Create a custom field for probability and use a workflow to update…

This adds manual configuration but the built-in feature is simpler.

Trap 2: Use the predictive scoring model to calculate probability.

Predictive scoring is different and uses machine learning, not stage-based.

Trap 3: Enable the 'Auto-update Probability' setting in the opportunity…

This setting does not exist; probability is tied to the sales stage.

Study all Describe Dynamics 365 Sales common traps →

A
Define probability values for each sales stage in the business process flow.
Probability is automatically set when the sales rep moves to a new stage.
B
Create a custom field for probability and use a workflow to update it.
Why wrong: This adds manual configuration but the built-in feature is simpler.
C
Use the predictive scoring model to calculate probability.
Why wrong: Predictive scoring is different and uses machine learning, not stage-based.
D
Enable the 'Auto-update Probability' setting in the opportunity entity.
Why wrong: This setting does not exist; probability is tied to the sales stage.

Full breakdown with real-world context →

Question 5easymultiple choice

Read the full Describe Dynamics 365 Sales explanation →

A sales manager wants to analyze the sales pipeline and identify deals that are at risk of not closing on time. Which dashboard type should they use?

Trap 1: Sales Manager Goal dashboard.

This tracks progress against goals, not pipeline risk.

Trap 2: Sales Activity dashboard.

This shows activities, not pipeline risk.

Trap 3: Lead Generation dashboard.

This focuses on leads, not opportunities.

Study all Describe Dynamics 365 Sales common traps →

A
Sales Manager Goal dashboard.
Why wrong: This tracks progress against goals, not pipeline risk.
B
Sales Pipeline dashboard.
This visualizes the pipeline and includes a view for at-risk deals.
C
Sales Activity dashboard.
Why wrong: This shows activities, not pipeline risk.
D
Lead Generation dashboard.
Why wrong: This focuses on leads, not opportunities.

Full breakdown with real-world context →

Question 6mediummulti select

Read the full Describe Dynamics 365 Sales explanation →

Which TWO actions can be performed using a business process flow in Dynamics 365 Sales?

Trap 1: Enforce that all fields in the opportunity form are required.

Business process flows can make fields required only within the flow, but not for the entire entity.

Trap 2: Automatically send an email when an opportunity is won.

Automation is done by workflows or Power Automate.

Trap 3: Control which users can view or edit opportunities.

Security roles control access, not business process flows.

Study all Describe Dynamics 365 Sales common traps →

A
Enforce that all fields in the opportunity form are required.
Why wrong: Business process flows can make fields required only within the flow, but not for the entire entity.
B
Automatically create a phone call activity when moving to a new stage.
Business process flows can create records automatically when stage changes.
C
Define a sequence of stages and steps for a sales process.
Business process flows guide users through stages and steps.
D
Automatically send an email when an opportunity is won.
Why wrong: Automation is done by workflows or Power Automate.
E
Control which users can view or edit opportunities.
Why wrong: Security roles control access, not business process flows.

Full breakdown with real-world context →

Question 7hardmulti select

Read the full Describe Dynamics 365 Sales explanation →

Which THREE capabilities are provided by the Relationship Assistant in Dynamics 365 Sales?

Trap 1: Automatically creating a quote from an opportunity.

Quote creation is manual or via workflow.

Trap 2: Analyzing the sentiment of email threads.

Sentiment analysis is separate, in Conversation Intelligence.

Study all Describe Dynamics 365 Sales common traps →

A
Suggesting to log a phone call after a missed call.
It can suggest logging activities based on events.
B
Suggesting to send an email to a contact after a period of inactivity.
The Relationship Assistant can suggest follow-up actions.
C
Recommending to schedule a meeting when an opportunity is nearing its close date.
It can recommend meetings based on context.
D
Automatically creating a quote from an opportunity.
Why wrong: Quote creation is manual or via workflow.
E
Analyzing the sentiment of email threads.
Why wrong: Sentiment analysis is separate, in Conversation Intelligence.

Full breakdown with real-world context →

Question 8mediummultiple choice

Read the full Describe Dynamics 365 Sales explanation →

A sales manager notices that the opportunity pipeline report shows incorrect forecasting amounts. The sales team uses custom revenue fields instead of the standard 'Est. Revenue' field. What should the administrator configure to ensure accurate forecasting?

Trap 1: Enable the custom field in the opportunity form

Custom fields need to be mapped in forecasting configuration, not just enabled on forms.

Trap 2: Add the custom field to the lead entity

Forecasting is based on opportunities, not leads.

Trap 3: Configure sales acceleration rules to include the custom field

Sales acceleration deals with lead assignment, not revenue mapping for forecasting.

Study all Describe Dynamics 365 Sales common traps →

A
Enable the custom field in the opportunity form
Why wrong: Custom fields need to be mapped in forecasting configuration, not just enabled on forms.
B
Map the custom field to the forecast category in the forecasting configuration
Mapping the custom field to the forecast category ensures it is used in pipeline calculations.
C
Add the custom field to the lead entity
Why wrong: Forecasting is based on opportunities, not leads.
D
Configure sales acceleration rules to include the custom field
Why wrong: Sales acceleration deals with lead assignment, not revenue mapping for forecasting.

Full breakdown with real-world context →

Question 9hardmultiple choice

Read the full Describe Dynamics 365 Sales explanation →

A company uses Dynamics 365 Sales to manage its sales process. The team wants to automatically create follow-up tasks for sales representatives when an opportunity reaches the 'Proposal' stage. The tasks should be assigned to the opportunity owner and due in 3 days. What is the best approach to achieve this?

Trap 1: Modify the business process flow to include a task step

Business process flows include stages and steps, but they do not automatically create tasks without additional customization.

Trap 2: Configure an email template to be sent when the stage changes

Email templates send emails, not create tasks.

Trap 3: Use a stage-specific form to display a task subgrid

Subgrids display existing records, they do not create tasks automatically.

Study all Describe Dynamics 365 Sales common traps →

A
Modify the business process flow to include a task step
Why wrong: Business process flows include stages and steps, but they do not automatically create tasks without additional customization.
B
Configure an email template to be sent when the stage changes
Why wrong: Email templates send emails, not create tasks.
C
Use a stage-specific form to display a task subgrid
Why wrong: Subgrids display existing records, they do not create tasks automatically.
D
Create a Power Automate flow triggered when the opportunity stage changes to 'Proposal'
A flow can create a task and set owner, due date, and other fields.

Full breakdown with real-world context →

Question 10easymultiple choice

Read the full Describe Dynamics 365 Sales explanation →

A sales representative wants to view a list of all activities related to a specific opportunity, including emails, phone calls, and meetings. Where should the representative look in Dynamics 365 Sales?

Trap 1: Sales Insights dashboard

The dashboard provides analytics, not a chronological list of activities.

Trap 2: Associated View for activities

Associated View shows related records but is not a chronological timeline.

Trap 3: Activity entity in Advanced Find

Advanced Find shows all activities across the system, not filtered to the specific opportunity.

Study all Describe Dynamics 365 Sales common traps →

A
Sales Insights dashboard
Why wrong: The dashboard provides analytics, not a chronological list of activities.
B
Associated View for activities
Why wrong: Associated View shows related records but is not a chronological timeline.
C
Timeline control on the opportunity record
The Timeline control shows all activities in chronological order.
D
Activity entity in Advanced Find
Why wrong: Advanced Find shows all activities across the system, not filtered to the specific opportunity.

Full breakdown with real-world context →

Question 11mediummultiple choice

Read the full Describe Dynamics 365 Sales explanation →

A sales manager wants to automatically assign leads to the appropriate sales team based on the lead's source and geographic region. Lead sources include 'Web', 'Referral', and 'Partner'. Regions are 'North', 'South', 'East', 'West'. Which feature should be used to automate lead assignment?

Trap 1: Sales team configuration with assignment rules

Sales teams define groups but assignment is done with routing rules.

Trap 2: Business process flow automation

Business process flows define stages, not assignment.

Trap 3: Automatic record creation and update rules

These rules create records from email, they do not assign leads.

Study all Describe Dynamics 365 Sales common traps →

A
Sales team configuration with assignment rules
Why wrong: Sales teams define groups but assignment is done with routing rules.
B
Business process flow automation
Why wrong: Business process flows define stages, not assignment.
C
Lead management routing rules
Routing rules allow automatic assignment based on lead attributes.
D
Automatic record creation and update rules
Why wrong: These rules create records from email, they do not assign leads.

Full breakdown with real-world context →

Question 12hardmulti select

Read the full Describe Dynamics 365 Sales explanation →

Which TWO options are benefits of using the Dynamics 365 Sales mobile app?

Trap 1: Access to all custom entities and fields without limitations

Some customizations may not be available in the mobile app due to design constraints.

Trap 2: Automatic data synchronization with external CRM systems

The app syncs with Dynamics 365, not external systems.

Trap 3: Full administrative capabilities for system configuration

Administrative tasks are not supported in the mobile app.

Study all Describe Dynamics 365 Sales common traps →

A
Access to all custom entities and fields without limitations
Why wrong: Some customizations may not be available in the mobile app due to design constraints.
B
Automatic data synchronization with external CRM systems
Why wrong: The app syncs with Dynamics 365, not external systems.
C
Role-based tailored experiences for sales representatives
The app provides dashboards and views specific to sales roles.
D
Offline access to relevant sales data
The mobile app allows working offline and syncing when connected.
E
Full administrative capabilities for system configuration
Why wrong: Administrative tasks are not supported in the mobile app.

Full breakdown with real-world context →

Question 13hardmultiple choice

Read the full NAT/PAT explanation →

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?

Trap 1: Enable lead scoring to qualify leads faster, use seller cards to…

Lead scoring and seller cards do not automate task creation or price list assignment.

Trap 2: Implement Sales Insights for activity tracking, use lead scoring to…

Sales Insights provides analytics, not task automation. Lead scoring does not assign price lists.

Trap 3: Configure business process flows for opportunities, set up sales…

Business process flows define stages but do not create tasks automatically. Sales teams do not manage price lists.

Study all Describe Dynamics 365 Sales common traps →

A
Enable lead scoring to qualify leads faster, use seller cards to display tasks, and configure automatic record creation rules for tasks.
Why wrong: Lead scoring and seller cards do not automate task creation or price list assignment.
B
Implement Sales Insights for activity tracking, use lead scoring to prioritize leads, and configure personal dashboards for overdue tasks.
Why wrong: Sales Insights provides analytics, not task automation. Lead scoring does not assign price lists.
C
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 tasks, product catalog with price lists can be set on opportunity creation, and personal dashboards can show overdue tasks.
D
Configure business process flows for opportunities, set up sales teams with assignment rules, and use the Sales Hub app for dashboards.
Why wrong: Business process flows define stages but do not create tasks automatically. Sales teams do not manage price lists.

Full breakdown with real-world context →

Question 14mediummultiple choice

Read the full Describe Dynamics 365 Sales explanation →

Adventure Works is a retail company using Dynamics 365 Sales to manage customer interactions. The sales team has 20 members and handles both B2B and B2C customers. The company wants to track customer engagement in real-time to identify high-value leads that are actively engaging with marketing emails and website content. Currently, the team relies on manual reports from the marketing department, which are often outdated. The sales manager wants to receive alerts when a lead's engagement score increases significantly, so the salesperson can reach out at the right time. Additionally, the company wants to automatically nurture leads with personalized email sequences based on their behavior. What should the administrator implement to meet these requirements?

Trap 1: Enable LinkedIn Sales Navigator integration to view customer…

LinkedIn Sales Navigator provides social insights, not engagement scoring from website/email.

Trap 2: Use Power Automate to monitor customer interactions and create…

Power Automate can send alerts but lacks built-in engagement scoring and email sequence capabilities.

Trap 3: Implement the Sales Hub app and configure offline sync to track…

Sales Hub app does not provide real-time engagement scoring or automated nurture sequences.

Study all Describe Dynamics 365 Sales common traps →

A
Enable LinkedIn Sales Navigator integration to view customer activity and use Power Automate to send follow-up emails.
Why wrong: LinkedIn Sales Navigator provides social insights, not engagement scoring from website/email.
B
Configure Sales Insights with engagement scoring and integrate with Dynamics 365 Marketing for automated email sequences.
Engagement scoring provides real-time scores, and integration with Marketing enables nurture sequences.
C
Use Power Automate to monitor customer interactions and create custom workflows to send alert emails to sales representatives.
Why wrong: Power Automate can send alerts but lacks built-in engagement scoring and email sequence capabilities.
D
Implement the Sales Hub app and configure offline sync to track customer activities in real-time.
Why wrong: Sales Hub app does not provide real-time engagement scoring or automated nurture sequences.

Full breakdown with real-world context →

Question 15mediummulti select

Read the full Describe Dynamics 365 Sales explanation →

A sales manager wants to track the progress of deals through the sales pipeline. Which TWO actions can be performed using the opportunity entity in Dynamics 365 Sales?

Trap 1: Send bulk email campaigns to all contacts associated with an…

Bulk email campaigns are not a direct feature of the opportunity entity; they are part of marketing.

Trap 2: Create quotes directly from an opportunity without any manual data…

Quotes can be generated from opportunities, but some manual review is usually needed.

Trap 3: Automatically generate invoices for closed won opportunities

Invoice generation is typically handled by the Finance module, not directly by the opportunity entity.

Study all Describe Dynamics 365 Sales common traps →

A
Define the stages of the sales process and track which stage each deal is in
Opportunity stages are used to track progress.
B
Send bulk email campaigns to all contacts associated with an opportunity
Why wrong: Bulk email campaigns are not a direct feature of the opportunity entity; they are part of marketing.
C
Create quotes directly from an opportunity without any manual data entry
Why wrong: Quotes can be generated from opportunities, but some manual review is usually needed.
D
Record the estimated close date and revenue for a potential sale
This is a core function of the opportunity entity.
E
Automatically generate invoices for closed won opportunities
Why wrong: Invoice generation is typically handled by the Finance module, not directly by the opportunity entity.

Full breakdown with real-world context →

Question 16hardmultiple choice

Read the full Describe Dynamics 365 Sales explanation →

A sales team is using the Dynamics 365 Sales API to create an opportunity. The JSON exhibit shows the payload they are sending. The request fails because the product line items are not being added. What is the most likely cause?

Exhibit

Refer to the exhibit.

{
  "name": "Cross-sell Opportunity",
  "customerid": {
    "name": "Contoso Ltd"
  },
  "totalamount": 50000,
  "pricelevelid": {
    "name": "Standard Price List"
  },
  "productlineitems": [
    {
      "productid": {
        "productnumber": "PR-001"
      },
      "quantity": 10,
      "salespricelist": {
        "name": "Standard Price List"
      }
    },
    {
      "productid": {
        "productnumber": "PR-002"
      },
      "quantity": 5,
      "salespricelist": {
        "name": "Standard Price List"
      }
    }
  ]
}

Trap 1: The pricelevelid is specified at both opportunity and line item…

This is allowed and not the cause of failure.

Trap 2: The totalamount field is inconsistent with the line items total

While the total might be off, the API does not enforce this at creation, and it would not cause line items to fail to be added.

Trap 3: The product numbers 'PR-001' and 'PR-002' do not exist in the system

If the products did not exist, the error would be about invalid product IDs, not about line items not being added.

Study all Describe Dynamics 365 Sales common traps →

A
The API does not support creating opportunity products inline with the opportunity; they must be created after the opportunity exists
Opportunity products are child records and require the opportunity ID to be created separately.
B
The pricelevelid is specified at both opportunity and line item levels
Why wrong: This is allowed and not the cause of failure.
C
The totalamount field is inconsistent with the line items total
Why wrong: While the total might be off, the API does not enforce this at creation, and it would not cause line items to fail to be added.
D
The product numbers 'PR-001' and 'PR-002' do not exist in the system
Why wrong: If the products did not exist, the error would be about invalid product IDs, not about line items not being added.

Full breakdown with real-world context →

Question 17easymultiple choice

Read the full Describe Dynamics 365 Sales explanation →

You are a sales operations administrator for Contoso Ltd. The sales team uses Dynamics 365 Sales to manage their pipeline. Recently, the team has reported that when they create a new lead from a marketing campaign, the lead's 'Source' field is not automatically populated with 'Campaign' as expected. The marketing team confirms that the campaign is properly set up and linked to the lead creation process. You need to ensure that the 'Source' field is automatically filled with 'Campaign' when a lead is created from a campaign. What should you do?

Trap 1: Configure the campaign entity to automatically update the source…

Campaigns do not have a direct relationship to leads' source fields; this is not a standard feature.

Trap 2: Modify the lead form to make the source field read-only and set its…

This would set the default for all leads, not just those from campaigns.

Trap 3: Use a business process flow to require the user to select…

Business process flows do not set default values; they guide users through stages.

Study all Describe Dynamics 365 Sales common traps →

A
Configure the campaign entity to automatically update the source field on all associated leads
Why wrong: Campaigns do not have a direct relationship to leads' source fields; this is not a standard feature.
B
Modify the lead form to make the source field read-only and set its default value to 'Campaign'
Why wrong: This would set the default for all leads, not just those from campaigns.
C
Use a business process flow to require the user to select 'Campaign' as the source when creating a lead from a campaign
Why wrong: Business process flows do not set default values; they guide users through stages.
D
Create a custom workflow that triggers when a lead is created and sets the source field to 'Campaign' if the lead is associated with a campaign
A real-time workflow can set the field value at creation based on the campaign association.

Full breakdown with real-world context →

Question 18mediumdrag order

Read the full Describe Dynamics 365 Sales explanation →

Drag and drop the steps to set up a custom entity in Dynamics 365 into the correct order.

Drag steps to the numbered slots on the right, or tap a step then tap a slot.

Steps

Order

1Step 1

2Step 2

3Step 3

4Step 4

5Step 5

Question 19mediummatching

Read the full Describe Dynamics 365 Sales explanation →

Match each Dynamics 365 concept to its description.

Drag a concept onto its matching description — or click a concept then click the description.

Concepts

Matches

Guide users through a series of stages and steps to complete a process

Automated background process that performs actions based on conditions

Simple logic to set field values, show/hide fields, or validate data

Service Level Agreement that defines response and resolution time targets

Algorithm used in Field Service to optimize resource scheduling

Question 20easymultiple choice

Read the full Describe Dynamics 365 Sales explanation →

A sales manager wants to track the progress of deals through a series of stages, such as 'Qualify' and 'Proposal'. What should you configure in Dynamics 365 Sales?

Trap 1: Sales accelerator sequence

Sequences automate outreach steps.

Trap 2: Goal management

Goals track quantitative targets.

Trap 3: Sales territories

Sales territories group customers by geography.

Study all Describe Dynamics 365 Sales common traps →

A
Sales accelerator sequence
Why wrong: Sequences automate outreach steps.
B
Business process flow
Business process flows guide users through stages.
C
Goal management
Why wrong: Goals track quantitative targets.
D
Sales territories
Why wrong: Sales territories group customers by geography.

Full breakdown with real-world context →

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Exam traps to avoid

▸Answering from memory before reading the full scenario.
▸Missing a constraint such as cost, availability, security, scope or command context.
▸Choosing a broad answer when the question asks for the most specific fix.
▸Ignoring why the wrong options are tempting.

Describe Dynamics 365 Sales practice questions

What to know about Describe Dynamics 365 Sales

Common Describe Dynamics 365 Sales exam traps

Describe Dynamics 365 Sales questions

A sales manager notices that opportunities are not being updated regularly, causing inaccurate forecasting. What should the sales team configure to ensure opportunities are updated proactively?

A company wants to ensure that sales reps can view their own opportunities but not those of other reps, while sales managers can view all opportunities. What security model should be used?

A sales rep wants to quickly see a list of their upcoming meetings and tasks related to their opportunities without navigating away from the opportunity record. What feature should they use?

A company uses Dynamics 365 Sales and wants to automatically calculate the probability of closing a deal based on the sales stage. What feature should they configure?

A sales manager wants to analyze the sales pipeline and identify deals that are at risk of not closing on time. Which dashboard type should they use?

Which TWO actions can be performed using a business process flow in Dynamics 365 Sales?

Which THREE capabilities are provided by the Relationship Assistant in Dynamics 365 Sales?

A sales manager notices that the opportunity pipeline report shows incorrect forecasting amounts. The sales team uses custom revenue fields instead of the standard 'Est. Revenue' field. What should the administrator configure to ensure accurate forecasting?

A sales representative wants to view a list of all activities related to a specific opportunity, including emails, phone calls, and meetings. Where should the representative look in Dynamics 365 Sales?

A sales manager wants to automatically assign leads to the appropriate sales team based on the lead's source and geographic region. Lead sources include 'Web', 'Referral', and 'Partner'. Regions are 'North', 'South', 'East', 'West'. Which feature should be used to automate lead assignment?

Which TWO options are benefits of using the Dynamics 365 Sales mobile app?

A sales manager wants to track the progress of deals through the sales pipeline. Which TWO actions can be performed using the opportunity entity in Dynamics 365 Sales?

A sales team is using the Dynamics 365 Sales API to create an opportunity. The JSON exhibit shows the payload they are sending. The request fails because the product line items are not being added. What is the most likely cause?

Exhibit

Drag and drop the steps to set up a custom entity in Dynamics 365 into the correct order.

Match each Dynamics 365 concept to its description.

A sales manager wants to track the progress of deals through a series of stages, such as 'Qualify' and 'Proposal'. What should you configure in Dynamics 365 Sales?

Track your progress over time

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