MB-910 Personal Dashboard Practice Question
Your organization uses Dynamics 365 Sales. The sales manager wants to see a real-time dashboard that shows the number of open opportunities, total pipeline value, and win rate for each salesperson. The dashboard should update automatically as data changes. Which approach should you take?
⚠ Common exam trap
The trap is that users may believe Power BI is required for real-time dashboards, but Dynamics 365 Sales includes personal dashboards with out-of-the-box charts that automatically refresh.
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
✓
Have the sales manager create a personal dashboard using out-of-the-box charts.
Personal dashboards in Dynamics 365 Sales allow individual users to create real-time dashboards using out-of-the-box charts that update automatically as data changes. Option A is wrong because exporting to Excel creates a static snapshot, not a real-time dashboard. Option B is wrong because while Power BI can be embedded, it requires additional setup and licensing, and is not necessary for a simple real-time dashboard that can be achieved with personal dashboards. Option C is wrong because system dashboards are typically created by administrators and may not be editable by the sales manager; they are also not necessarily real-time in the same way personal dashboards are.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
Export data to Excel and create a pivot table.
Why it's wrong here
Excel is static and not real-time.
- ✗
Use Power BI to create a dashboard and embed it in Dynamics 365.
Why it's wrong here
Power BI dashboards may have latency and require additional licensing.
- ✗
Create a system dashboard and share it with the sales team.
Why it's wrong here
System dashboards are managed by admins and not easily customizable by users.
- ✓
Have the sales manager create a personal dashboard using out-of-the-box charts.
Why this is correct
Personal dashboards are customizable and display real-time data.
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