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MB-910 · Question #6

MB-910 Question #6: Real Exam Question with Answer & Explanation

The correct answer is B: Generate a document by using a Microsoft Word template.. To prepare and send a quote to a customer in Dynamics 365 Sales, two common methods are generating a document using a Microsoft Word template and exporting the quote as a PDF file.

Submitted by valeria.br· Apr 18, 2026Describe Dynamics 365 Sales

Question

Your company uses Dynamics 365 Sales. You need to prepare and send a quote to a customer. What are two possible ways to achieve the goal? NOTE: Each correct selection is worth one point.

Options

  • AClose the quote
  • BGenerate a document by using a Microsoft Word template.
  • CExport the quote as a PDF file.
  • DCreate an order

Explanation

To prepare and send a quote to a customer in Dynamics 365 Sales, two common methods are generating a document using a Microsoft Word template and exporting the quote as a PDF file.

Common mistakes.

  • A. Closing a quote is a lifecycle action to mark it as won, lost, or canceled after it has been presented, not a method for its initial preparation or sending.
  • D. Creating an order is a subsequent step in the sales process that typically occurs after a customer has accepted a quote, not a way to prepare or send the initial quote itself.

Concept tested. Generating and distributing Dynamics 365 Sales quotes

Reference. https://learn.microsoft.com/en-us/dynamics365/sales/create-sales-quote

Topics

#Dynamics 365 Sales#Quote Management#Document Generation#PDF Export

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