MB-910 Describe Dynamics 365 Sales Practice Question
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?
⚠ Common exam trap
It's easy for candidates to 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.
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
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.
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.
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