MB-910 Describe Dynamics 365 Sales Practice Question
Your team uses Dynamics 365 Sales to manage opportunities. Management wants to reduce the time spent on manual follow-ups. Which feature should you implement to automatically create follow-up activities based on opportunity stages?
⚠ Common exam trap
It's easy for candidates to confuse Sales Copilot's AI suggestions with automated activity creation, but Sales Copilot only recommends actions rather than automatically executing a predefined sequence of follow-ups based on stage changes.
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
✓
Sales Sequence Designer
Sales Sequence Designer in Dynamics 365 Sales allows you to define a sequence of automated activities (e.g., emails, phone calls, tasks) that are triggered based on opportunity stage transitions. This directly reduces manual follow-ups by automating the creation of follow-up activities when an opportunity moves to a specific stage, such as 'Proposal Sent' or 'Negotiation'.
Answer analysis
Option-by-option breakdown
For each option: why learners choose it and why it is or isn't the right answer here.
- ✗
Activity Feeds
Why it's wrong here
Activity Feeds are for collaboration, not automation.
- ✗
Sales Dialer
Why it's wrong here
Sales Dialer is for making calls, not sequencing activities.
- ✓
Sales Sequence Designer
Why this is correct
Sales Sequence Designer allows automated activities triggered by opportunity stages.
- ✗
Sales Copilot
Why it's wrong here
Sales Copilot provides insights but does not create sequences automatically.
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