MB-910 · Question #6
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.
The correct answer is B. Generate a document by using a Microsoft Word template. C. Export the quote as a PDF file.. 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.
Question
Options
- AClose the quote
- BGenerate a document by using a Microsoft Word template.
- CExport the quote as a PDF file.
- DCreate an order
How the community answered
(20 responses)- A5% (1)
- B90% (18)
- D5% (1)
Why each option
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.
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.
Dynamics 365 Sales allows users to generate professional-looking quote documents using pre-defined Microsoft Word templates, which automatically populate with quote details and can then be sent to the customer.
Exporting the quote as a PDF file is a standard practice to create a final, non-editable version of the quote document that can be easily shared electronically with customers, ensuring consistent presentation.
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
Source: https://learn.microsoft.com/en-us/dynamics365/sales/create-sales-quote
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