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MB-910 · Question #98

Sales representatives need a view of all of their customers and the statistics that relate to these customers. You need to identify how to create visuals for sales representatives to analyze and…

The correct answer is B. Embed Power Bl reports in a system dashboard. C. Create charts. D. Create reports in the report wizard. To create visuals for sales representatives to analyze and compare customer data, Dynamics 365 Sales supports embedding Power BI reports, creating charts, and using the report wizard.

Submitted by yousef_jo· Apr 18, 2026Describe Dynamics 365 Sales

Question

Sales representatives need a view of all of their customers and the statistics that relate to these customers. You need to identify how to create visuals for sales representatives to analyze and compare the data for multiple accounts. What are three possible ways to achieve this goal? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.

Options

  • ACreate custom forms.
  • BEmbed Power Bl reports in a system dashboard.
  • CCreate charts.
  • DCreate reports in the report wizard.
  • EImport Excel data.

How the community answered

(23 responses)
  • A
    4% (1)
  • B
    91% (21)
  • E
    4% (1)

Why each option

To create visuals for sales representatives to analyze and compare customer data, Dynamics 365 Sales supports embedding Power BI reports, creating charts, and using the report wizard.

ACreate custom forms.

Custom forms are used to define the layout and fields for individual record entry and display, not to create aggregate visuals or compare data across multiple records.

BEmbed Power Bl reports in a system dashboard.Correct

Embedding Power BI reports into system dashboards allows for sophisticated, interactive data visualization and comparison across multiple accounts, leveraging external reporting capabilities.

CCreate charts.Correct

Creating charts directly within Dynamics 365, either on dashboards or within entity views, provides a visual way to analyze and compare key statistics for multiple accounts.

DCreate reports in the report wizard.Correct

The report wizard enables users to create custom reports with various formats, including graphical representations, to analyze and compare data related to customers and their statistics.

EImport Excel data.

Importing Excel data is a method for bringing data into the system, but it does not, by itself, create visuals or provide tools for data analysis and comparison.

Concept tested: D365 Sales data visualization methods

Source: https://learn.microsoft.com/en-us/power-apps/maker/model-driven-apps/add-powerbi-reporting

Topics

#Data Visualization#CRM Reporting#Power BI Integration#Dashboards

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