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…

The correct answer is C. Create a new quote from the opportunity. 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

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Question

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?

Options

AConvert the opportunity to a quote
BCreate a new quote from the customer
CCreate a new quote from the opportunity
DCreate a new quote with the opportunity price list

How the community answered

(28 responses)

A
4% (1)
B
7% (2)
C
86% (24)
D
4% (1)

Explanation

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

Topics

#quote creation#opportunity products#quote from opportunity

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