- 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.
Quick Answer
The correct answer is to 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. This is necessary because Dynamics 365 does not have a native out-of-the-box setting to automatically populate the source field from a campaign; instead, a workflow or Power Automate flow must be configured to check for the campaign association upon lead creation and conditionally update the field. On the MB-910 exam, this scenario tests your understanding of automation options versus form customizations or manual processes—a common trap is assuming a simple field mapping or default value will work, but those only apply to static entries, not dynamic campaign links. Remember the memory tip: "Workflows watch for creation, campaigns call for condition"—if a lead arrives from a campaign, a workflow must catch it and stamp the source.
MB-910 Describe Dynamics 365 Sales Practice Question
This MB-910 practice question tests your understanding of describe dynamics 365 sales. This is a configuration task: choose the command set that satisfies every stated requirement. Small differences — like 'secret' vs 'password' or 'transport input ssh' vs 'all' — change whether the answer is correct. 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.
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?
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 custom workflow that triggers when a lead is created and sets the source field to 'Campaign' if the lead is associated with a campaign
Option D is correct because a custom workflow (or Power Automate flow) can be configured to trigger on lead creation and conditionally set the 'Source' field to 'Campaign' when the lead is associated with a campaign. This ensures automation without requiring user intervention or form modifications, directly addressing the requirement that the field be automatically populated.
Key principle: Answer the scenario, not the keyword: identify the specific constraint before choosing the most familiar-sounding option.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
Configure the campaign entity to automatically update the source field on all associated leads
Why it's wrong here
Campaigns do not have a direct relationship to leads' source fields; this is not a standard feature.
- ✗
Modify the lead form to make the source field read-only and set its default value to 'Campaign'
Why it's wrong here
This would set the default for all leads, not just those from campaigns.
- ✗
Use a business process flow to require the user to select 'Campaign' as the source when creating a lead from a campaign
Why it's wrong here
Business process flows do not set default values; they guide users through stages.
- ✓
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
Why this is correct
A real-time workflow can set the field value at creation based on the campaign association.
Related concept
Read the scenario before looking for a memorised answer.
Common exam traps
Common exam trap: answer the scenario, not the keyword
The trap here is that candidates may confuse business process flows with automation, thinking they can auto-populate fields, when in fact they only guide user input and cannot set values automatically.
Detailed technical explanation
How to think about this question
In Dynamics 365 Sales, the 'Source' field (often mapped to the 'leadsource' option set) is not automatically populated based on the originating entity. A real-time workflow or a Power Automate cloud flow can use the 'Regarding' lookup or campaign association to conditionally set the field. This approach is common in scenarios where leads are generated from multiple sources (e.g., web, phone, campaign) and need distinct source values without manual entry.
KKey Concepts to Remember
- Read the scenario before looking for a memorised answer.
- Find the constraint that changes the correct option.
- Eliminate answers that are true in general but not in this case.
TExam Day Tips
- Watch for words such as best, first, most likely and least administrative effort.
- Review why wrong options are wrong, not only why the correct option is correct.
Key takeaway
Answer the scenario, not the keyword: identify the specific constraint before choosing the most familiar-sounding option.
Real-world example
How this comes up in practice
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
Got this wrong? Here's your next step.
Identify which exam domain this question belongs to, review the core concept, then practise similar questions from the same domain.
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FAQ
Questions learners often ask
What does this MB-910 question test?
Describe Dynamics 365 Sales — This question tests Describe Dynamics 365 Sales — Read the scenario before looking for a memorised answer..
What is the correct answer to this question?
The correct answer is: 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 — Option D is correct because a custom workflow (or Power Automate flow) can be configured to trigger on lead creation and conditionally set the 'Source' field to 'Campaign' when the lead is associated with a campaign. This ensures automation without requiring user intervention or form modifications, directly addressing the requirement that the field be automatically populated.
What should I do if I get this MB-910 question wrong?
Identify which exam domain this question belongs to, review the core concept, then practise similar questions from the same domain.
What is the key concept behind this question?
Read the scenario before looking for a memorised answer.
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Last reviewed: Jun 11, 2026
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