Explore the core capabilities of customer engagement apps in Dynamics 365 →mediumMultiple ChoiceObjective-mapped
MB-910 Practice Question: Explore the core capabilities of customer engagement apps in Dynamics 365
Your company uses Dynamics 365 Sales. You want to ensure that when a lead is qualified, the associated contact and account are automatically created, and the lead's email address and phone number are copied to the new contact. How should you configure this?
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
✓
Edit the Lead to Opportunity Sales Process field mapping to map email and phone.
The Lead to Opportunity Sales Process includes field mapping that automatically copies fields from the lead to the newly created contact and account upon qualification. By editing this mapping, you can specify that the email and phone fields are copied. Option B is incorrect because duplicate detection rules do not copy data; they only detect duplicates. Option C is incorrect because while a workflow could achieve this, the built-in qualification mapping is the standard and simplest configuration, and the question asks how to configure this automatic behavior. Option D is incorrect because business rules operate on forms and do not affect what happens during lead qualification.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✓
Edit the Lead to Opportunity Sales Process field mapping to map email and phone.
Why this is correct
The default mapping copies some fields; you can customize it to include email and phone.
- ✗
Configure duplicate detection rules to copy data on match.
Why it's wrong here
Duplicate detection identifies duplicates but does not copy fields.
- ✗
Set up a workflow to create contact and account upon lead qualification.
Why it's wrong here
While possible, the built-in mapping is the standard method and is automatically triggered.
- ✗
Create a business rule on the lead form to populate contact fields.
Why it's wrong here
Business rules run on the form, not during qualification.
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