Exam MB-330 topic 4 question 6 discussion

In my opinion, D365 sales is mentioned, but the instruction was, for a user to create a Customer in D365 SCM, hence we should follow D365SCM terminology. There is a Leads page in D365 SCM where we can create a Customer from a Lead. There is no Convert button, but it is possible to Create a Customer, from a Lead. Then, a Sales quotation can be created for a Customer. Once it is confirmed, the system automatically converts it to a Sales order. So the answer for me should be Create Customer from Lead for Q1.

A company implements Dynamics 365 Sales to manage sales prospects, not FO. it is module driven app.

You can convert a prospect to a customer, but if it is a lead you create the customer from the lead.. So not sure if this question is worded incorrectly. You also associate a prospect to a quotation not a lead?

In my opinion only "convert Lead to Customer" makes sense. If you convert a lead into a customer /account, the lead will be closed for further editing. Creating a (new) customer from the lead would cause a conflict ceacuase you would end up with an active Customer AND an active lead at the same time in the system. This conflict gets even worse if you try to finish the qualifying process of the lead afterwartds because you would have to create a second Customer/Account within the system.

I believe that the answer is Create Customer from Lead because the convert action changes the record type e.g when you convert a prospect to a customer, the record type changes from "Prospect" to "Customer" and ceases to exist as a prospect. In the case of Lead, the record still exists as both Lead and Customer, therefore creating customer from lead should be the correct answer.

https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/create-an-opportunity-or-customer-from-a-lead Create a customer record from a qualified lead record Click Sales and marketing > Common > Leads > All leads. Select the lead for which you want to create a customer record. Click Change status, and then click Qualify. In the Update status form, select the reason for qualification, and then click OK. If you selected to automatically create customers from qualified leads in the Sales and marketing parameters form, the Customers form is opened. Otherwise, you can manually create the customer record later. In the Customers form, enter the customer name and group. Close the form to save your changes.

The question is to create from an existing quote. On the quote the only option is to convert to customer and next to confirm the quote. So the answers are correct

Customer from Lead is Correct option. Answer is wrong.

Create a customer from lead is correct. You can convert a lad to contact or account or opportunity but not customer.

very poor question. There is a function "Generate customer". Both ways works. I would go with "convert lead to customer", as this is the crm idea to work with leads, qualify them and create an opportunity and customer.

Convert Lead to customer is correct option: When a lead is qualified, it can be converted to an opportunity, account, or contact. https://docs.microsoft.com/en-us/dynamics365/sales-professional/manage-leads-sales-professional

I think it's option "Create Customer from Lead" as the Function in the Lead is called "Generate Customer".