MB-240 · Question #309
You are implementing Dynamics 365 Field Service for a generator maintenance organization. You need the dispatcher to describe the ways to create a work order from another record associated in Field…
The correct answer is A. Quote D. Opportunity F. Case. A: The process of converting a quote to an order is straightforward in Dynamics 365 for Sales. By clicking the create order button on the command bar, an order is created, and the contents of the quote are added to the order record. It is important to note that after a quote is…
Question
Exhibit
Options
- AQuote
- BAgreement
- CSchedule Board
- DOpportunity
- EAsset
- FCase
How the community answered
(50 responses)- A80% (40)
- B2% (1)
- C12% (6)
- E6% (3)
Explanation
A: The process of converting a quote to an order is straightforward in Dynamics 365 for Sales. By clicking the create order button on the command bar, an order is created, and the contents of the quote are added to the order record. It is important to note that after a quote is accepted, you won’t be able to revise it. D: You can create a work order from an Opportunity in Dynamics 365. F: Dynamics 365 Field Service: How to Convert a Case to a Work Order With D365 Field Service, converting a case to a work order takes just a single click and a few seconds, and the work order information is automatically generated to reduce the possibility for
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