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MB-910 Microsoft Dynamics 365 Fundamentals Customer Engagement Apps (CRM)

  • Microsoft
  • 5 free sample questions

About this exam

MB-910 is the Microsoft exam Microsoft Dynamics 365 Fundamentals Customer Engagement Apps (CRM). Paid practice material for this exam is not available yet, but you can try its free sample questions.

Exam code
MB-910
Vendor
Microsoft
Practice questions
Not available yet
Free sample questions
5
Question bank last updated
Not available yet

Try 2 sample questions

Taken from the free sample set for MB-910.

Question 1 (choose 2)

Your company uses Dynamics 365 Sales. You need to prepare and send a quote to a customer. What are two possible ways to achieve the goal? NOTE: Each correct selection is worth one point.

  1. Option A:
    Close the quote
  2. Option B:
    Generate a document by using a Microsoft Word template.
  3. Option C:
    Export the quote as a PDF file.
  4. Option D:
    Create an order 
Show answer and explanation

Correct answer: B, C

In Dynamics 365 Sales, preparing and sending a quote to a customer can be done using built-in document generation and export options:
  • B. Generate a document by using a Microsoft Word template
  • Word templates allow users to create professional, branded quote documents directly from Dynamics 365 data.
  • This is commonly used for customizing and sending quotes to customers in a structured format.
  • C. Export the quote as a PDF file
  • PDF export is a standard way to share finalized quotes with customers.
  • It ensures the document is secure, readable, and maintains formatting across devices.
Why others are incorrect:
  • A. Close the quote
  • This is used after the quote process is completed, not for preparing or sending it.
  • D. Create an order
  • This happens after the customer accepts the quote, not during preparation.

Question 2

Which standard record type is used to create the forecast?

  1. Option A:
    Account
  2. Option B:
    Lead
  3. Option C:
    Quote
  4. Option D:
    Opportunity
Show answer and explanation

Correct answer: D

In Dynamics 365 Sales, the standard record type used for forecasting is the Opportunity.
  • Forecasts are built directly from opportunities, which represent potential revenue.
  • Sales teams use opportunity data (amount, close date, probability, etc.) to generate pipeline forecasts.
  • The forecasting module aggregates opportunity values to predict future sales performance.
Why others are incorrect:
  • A. Account → Represents customers/companies, not sales pipeline data.
  • B. Lead → Early-stage prospect; not used directly in forecasting.
  • C. Quote → Represents a priced offer, but forecasting is not based on quotes.
  • D. Opportunity → Correct because it is the core entity for pipeline and forecast generation.

See all 5 free sample questions