MB-910 Describe Dynamics 365 Sales Practice Question
Your sales team uses a custom field 'Deal Size' on the Opportunity entity. You need to ensure that when a deal is won, the revenue is automatically updated in the corresponding Account. What should you implement?
⚠ Common exam trap
Test-takers frequently confuse the purpose of Business Process Flows (which are for process guidance) with automation tools like workflows or Power Automate, leading them to select a process guidance tool for a data update requirement.
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
✓
Real-time workflow on Opportunity status change
A real-time workflow on the Opportunity entity can be configured to trigger when the status changes to 'Won'. This workflow can then update the revenue field on the related Account record synchronously, ensuring the Account reflects the won deal's revenue immediately without requiring user intervention or additional licensing.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
Power Automate cloud flow
Why it's wrong here
Possible but not the simplest native option.
- ✓
Real-time workflow on Opportunity status change
Why this is correct
Workflow triggers on state change and updates related account.
- ✗
Business Process Flow
Why it's wrong here
BPF guides stages, does not update fields automatically.
- ✗
Calculated field on Account
Why it's wrong here
Calculated fields cannot aggregate across entities.
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