MB-910 Describe Dynamics 365 Sales Practice Question
Your Dynamics 365 Sales instance has a custom field 'Priority' on opportunities. You want to automatically set this field to 'High' when the estimated revenue exceeds $50,000. What is the most efficient way to implement this?
⚠ Common exam trap
A common mix-up: candidates confuse business rules (client-side, form-only) with real-time workflows (server-side, event-driven), assuming both can set fields on update, but only workflows can evaluate and set fields based on conditions that trigger on record save.
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 real-time workflow that triggers on opportunity update and sets the field
A real-time workflow triggers immediately when an opportunity is updated, allowing you to evaluate the estimated revenue and set the Priority field to 'High' if it exceeds $50,000. This is the most efficient approach as it runs synchronously without requiring user interaction or scheduled polling, and it directly modifies the field on the same record.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
Use a business rule on the opportunity form
Why it's wrong here
Business rules set values on form, not on save.
- ✗
Create a Power Automate flow that runs on a schedule
Why it's wrong here
Schedule flow is not real-time and inefficient.
- ✓
Create a real-time workflow that triggers on opportunity update and sets the field
Why this is correct
Real-time workflow runs on save and can set field values.
- ✗
Add a calculated field that computes the priority
Why it's wrong here
Calculated fields cannot update other fields.
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