MB-910 Describe Dynamics 365 Sales Practice Question
Your organization uses Sales Enterprise and wants to ensure that when an opportunity is closed as 'Won', a corresponding invoice record is automatically created in the Finance module. What is the best approach?
⚠ Common exam trap
Watch out — candidates often confuse classic workflows or business rules as capable of cross-module automation, but they are limited to the same environment or form-level actions, whereas Power Automate is the intended tool for cross-application integration.
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 Power Automate flow triggered when opportunity status changes to Won
Power Automate provides a direct, low-code integration between Dynamics 365 Sales and Finance, allowing a flow to be triggered when an opportunity's status changes to 'Won'. This flow can then create an invoice record in the Finance module via the Dataverse connector or Finance and Operations connector, ensuring real-time automation without custom development.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
Create a classic workflow on the opportunity entity
Why it's wrong here
Classic workflows are deprecated and have limited integration capabilities.
- ✗
Use a Dataverse trigger in Finance to detect the opportunity closure
Why it's wrong here
Dataverse triggers are part of Power Automate, not standalone in Finance.
- ✓
Create a Power Automate flow triggered when opportunity status changes to Won
Why this is correct
Power Automate can integrate with Finance and create records based on changes in Sales.
- ✗
Configure a business rule on the opportunity form
Why it's wrong here
Business rules only affect form behavior, not record creation in other systems.
Go deeper
Related to this question
About these practice questions
This MB-910 question is part of Courseiva's 941-question bank — original exam-style content with full explanations and wrong-answer analysis, never real exam questions or exam dumps. Learn why practice questions differ from exam dumps →
JA
Written by Johnson Ajibi, MSc IT Security
Senior Network & Security Engineer · founder of Courseiva
This MB-910 practice question is part of Courseiva's free Microsoft certification practice question bank. Courseiva provides original exam-style practice questions with explanations, topic-based practice, mock exams, readiness tracking, and study analytics to help learners prepare for the MB-910 exam.