Microsoft
MB-330 · Question #228
Your company manages sales projections via Dynamics 365 Sales. You are creating a customer record for a new customer in Dynamics 365 Supply Chain Management. You have to make use of a current quote…
The correct answer is D. You should convert Lead to Customer, and confirm the quote. You need to go to the created quotation, select "Convert to customer" functionality, then "Confirm" option become available and you need to use it to generate sales order from quotation.
Implement and manage supply chain processes
Question
Your company manages sales projections via Dynamics 365 Sales. You are creating a customer record for a new customer in Dynamics 365 Supply Chain Management. You have to make use of a current quote to generate a sales order. You are preparing to define the customer, and create the sales order. Which of the following is a combination of the actions you should take?
Options
- AYou should create Customer from Lead, and confirm the quote.
- BYou should convert Lead to Customer, and confirm the sales order.
- CYou should create Customer from Lead, and confirm the sales order.
- DYou should convert Lead to Customer, and confirm the quote.
How the community answered
(43 responses)- A16% (7)
- B7% (3)
- C5% (2)
- D72% (31)
Explanation
You need to go to the created quotation, select "Convert to customer" functionality, then "Confirm" option become available and you need to use it to generate sales order from quotation.
Topics
#customer creation#lead conversion#quote confirmation#sales order
Community Discussion
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