A company uses Dynamics 365 Sales to create and manage opportunities, quotes and orders. You need to ensure that the Actual Revenue field in an opportunity is automatically updated with the total amount from the quote. What should you do?
A.
Convert the quote to an order. Set the value of the Calculate actual revenue from quotes option to Yes.
B.
Close the opportunity as won.
C.
Convert the quote to an order. Set the value of the Close Opportunity option to Yes.
D.
Convert the quote to an order. Set the value of the Close Opportunity option to No.
I think correct answer is A. Yo cannot convert a Quote to an Order, you can create the quote FROM the rder, but still tink is the most appropiate answer, as explained in:
https://carldesouza.com/opportunities-calculating-revenue-dynamics-365/
It will prompt you to manually enter the amount if required, else it will auto populate with the Actual Amount with Actual Revenue.
"In Actual Revenue, Verify the amount, and make changes, if NECASSARY."
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/close-opportunity-won-lost-sales
Read this line again "You need to ensure that the Actual Revenue field in an opportunity is automatically updated with the total amount from the quote.". Clearly says , from Quote
if an Actual revenue to be reflected from Quote, we can create quote -> Activitate quote -> Create order -> when creating order , a model dialog appears asking whether to calculate revenue and click yes -> it automatically closes opportunity as Won with actual revenue data filled.
A is the correct answer as "You need to ensure that the Actual Revenue field in an opportunity is <<<<automatically>>>> updated with the total amount <<<<from the quote>>>>."
B: Coz the question is about the opportunity. If you are converting quote into Order directly. Then this pop up will open with 4 options. There is only one option if you work from the opp window. Close as won. IF opp is open and you are entering directly from the quote screen and creating order then the screen will ask you if you want to close the oppo and calculate .
A. Convert the quote to an order. Set the value of the Calculate actual revenue from quotes option to Yes.
VERY THOROUGHLY TESTED- oPPORTUNITY CLOSED AS WON, WILL ONLY GET THE ACTUAL VALUE FROM THE PRODUCTS ADDED TO THE OPPORTUNITY IF SYSTEM CALCULATED SELECTED. WHILE, WE COULD HAVE DIFFERENT QUOTE FROM OPPORTUNITY AND CREATING ONE ORDER FROM THE QUOTE
Just tested and, although you don't convert a Quote to an Order (you just create a new Order) the part of "Calculate actual revenue from quotes" is true. So I'd go with A.
Reading the question seems to me that it is about the opportunity actual revenue to be set. This happens when you open an order from a quote (create order in the command bar) and set the flag "close opportunity" to yes. This option immediately closes the opportunity as won and makes the same on the quote, while sets the revenue of the opportunity equal to the amount in the quote.
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