You work in a sales role for an organization that uses Dynamics 365. You are managing an opportunity for a potential customer. You need to create a quote that automatically includes all the products from the opportunity. What should you do?
A.
Convert the opportunity to a quote
B.
Create a new quote from the customer
C.
Create a new quote from the opportunity
D.
Create a new quote with the opportunity price list
There is no button on an Oppotunity called Convert to Quote. There is in the Quote section a button called "New Quote" this will create a new quote that automatically has the same price list and lines that were on the opportunity. So, the answer is C.
A Vs C:
I would like to go with C because:
Even if you don't consider misleading term "Converting", They have specifically given C (creating quote from Opp record) which a correct way.
C is definitely Correct, you can not miss to select it and A you can not really select bcoz in the answer you need to select only one option, not two.
I agree. Microsoft also uses a term "convert the opportunity in quote" but in this case we have a more specific answer and I would go with C. Your explanation is good, IMHO.
However converting into a quote for Microsoft might mean closing an opportunity and generating a quote afterwards. Closing an opportunity is also important and C does not explicitly mentions it. However, also ChatGPT answers C (which I do not trust much) and also Bing AI Search answers C (which is quite reliable on these questions and for renewal of certifications in particular).
To create a quote, you must be in Opportunity and select "New Quote" under the Quotes Tab.
https://learn.microsoft.com/en-us/dynamics365/sales/create-edit-quote-sales
A voting comment increases the vote count for the chosen answer by one.
Upvoting a comment with a selected answer will also increase the vote count towards that answer by one.
So if you see a comment that you already agree with, you can upvote it instead of posting a new comment.
Urvin
Highly Voted 4 years, 7 months agoDean0918
2 years, 9 months agoBenjamin
Highly Voted 4 years, 1 month agoNA1926
Most Recent 1 month, 1 week agoNA1926
1 month, 3 weeks agoNA1926
2 months, 2 weeks agoNA1926
2 months, 2 weeks agoGhalandor90
4 months agodigitalyash86
5 months, 2 weeks agostalex
3 days, 9 hours agostalex
3 days, 8 hours agoRadoslavov
6 months, 2 weeks agoJudT
9 months, 2 weeks ago19RPJY
9 months, 2 weeks agoCandy2002
1 year, 2 months agoRam0883
1 year, 2 months agoMattEstillore
1 year, 4 months agochristosp619
1 year, 9 months agoIuliaMihaela
2 years, 5 months agoDean0918
2 years, 9 months ago