Create a Quote from Opportunity | MB-210 Exam Study Guide | Microsoft Dynamics 365 Sales Functional Consultant

Create a Quote from Opportunity

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A customer recently visited one of your retail outlets.

You created an opportunity for the customer for a large purchase.

The customer is now ready to complete the purchase.

You need to create a quote from the opportunity.

Solution: On the Quotes tab of the opportunity, select Add New Quote.

Does the solution meet the goal?

Answers

Explanations

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A. B.

A.

References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/sales-enterprise/create-edit-quote-sales.

The solution provided appears to be correct, as creating a new quote from the Quotes tab of the opportunity is a valid way to create a quote from an opportunity in Dynamics 365 Sales.

When creating a quote from an opportunity, there are several ways to do so in Dynamics 365 Sales. One way is to go to the Quotes tab of the opportunity, and select Add New Quote. This will create a new quote record that is linked to the opportunity record. From there, you can add products, set pricing, and create a formal quote document to send to the customer.

It is important to note that there may be other ways to create a quote from an opportunity, depending on how your organization has configured Dynamics 365 Sales. However, the solution provided in the question appears to be a valid way to achieve the goal of creating a quote from an opportunity.