Note: This question is part of a series of questions that present the same scenario.
Each question in the series contains a unique solution that might meet the stated goals.
Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it.
As a result, these questions will not appear in the review screen.
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: Qualify the opportunity.
Does the solution meet the goal?
Click on the arrows to vote for the correct answer
A. B.B.
References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/convert-opportunity-quote-sales-order-invoice.
The solution provided, which is to qualify the opportunity, does not meet the stated goal of creating a quote from the opportunity.
Qualifying an opportunity in Microsoft Dynamics 365 Sales involves assessing the lead or opportunity and determining if it meets the criteria to move forward in the sales process. Qualifying an opportunity does not create a quote.
To create a quote from the opportunity, the following steps can be taken:
Therefore, the correct answer is B. No, qualifying the opportunity does not meet the goal of creating a quote from the opportunity.