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Describe Dynamics 365 FinancemediumDrag & DropObjective-mapped

MB-920 Describe Dynamics 365 Finance Practice Question

Drag and drop the steps to create a new customer record in Dynamics 365 Sales in the correct order.

Drag steps to the numbered slots on the right, or tap a step then tap a slot.

Steps
Order
1Step 1
2Step 2
3Step 3
4Step 4
5Step 5

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

Step 1: Open Dynamics 365 Sales app, Step 2: Navigate to customer list, Step 3: Click New to create a new customer record, Step 4: Fill in required fields, Step 5: Save the record.

Creating a customer record starts with opening the app, then navigating to the customer list, creating a new record, filling in details, and saving.

Answer analysis

Option-by-option breakdown

For each option: why learners choose it and why it is or isn't the right answer here.

  • Step 1: Open Dynamics 365 Sales app, Step 2: Navigate to customer list, Step 3: Click New to create a new customer record, Step 4: Fill in required fields, Step 5: Save the record.

    Why this is correct

    This is the correct order because you must first open the app, then go to the customer list to access the record creation option, then create a new record, populate it with data, and finally save to persist it.

  • Step 1: Open Dynamics 365 Sales app, Step 2: Navigate to customer list, Step 3: Click New to create a new customer record, Step 4: Save the record, Step 5: Fill in required fields.

    Why it's wrong here

    This is incorrect because you cannot save a record before filling in the required fields; the system will typically require mandatory data before saving.

  • Step 1: Open Dynamics 365 Sales app, Step 2: Click New to create a new customer record, Step 3: Navigate to customer list, Step 4: Fill in required fields, Step 5: Save the record.

    Why it's wrong here

    This is incorrect because clicking New outside the customer list context may not be possible or will not create a record in the correct entity; you need to be on the customer list first.

  • Step 1: Navigate to customer list, Step 2: Open Dynamics 365 Sales app, Step 3: Click New to create a new customer record, Step 4: Fill in required fields, Step 5: Save the record.

    Why it's wrong here

    This is incorrect because you cannot navigate to a page within the app before opening the app itself; the app must be launched first.

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