Automatically Include All Products from an Opportunity in a Quote | MB-210 Exam Answer

A.

References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/convert-opportunity-quote-sales-order-invoice.

The correct answer is A. Convert the opportunity to a quote.

When you create an opportunity in Dynamics 365 Sales, you can add products or services to it. These products or services are called opportunity products. You can also specify the quantity, price, and other details of each opportunity product.

Once you have added all the opportunity products to the opportunity, you can convert the opportunity to a quote. When you do this, all the opportunity products are automatically added to the quote.

To convert an opportunity to a quote, follow these steps:

1. Open the opportunity that you want to convert to a quote.
2. On the command bar, click on the ellipsis (…) button to open the drop-down menu.
3. Select "Convert to Quote" from the menu.
4. In the "Convert to Quote" dialog box, you can specify additional details for the quote, such as the expiration date and the shipping method.
5. Click "Convert" to create the quote.

Once the quote is created, you can review and edit it as necessary. You can also send the quote to the customer for their review and approval.

Option B, Create a new quote from the customer, is incorrect because it does not automatically include the products from the opportunity. You would need to manually add the products to the quote.

Option C, Create a new quote from the opportunity, is also incorrect because it does not convert the opportunity to a quote. You would need to manually add the products to the quote.

Option D, Create a new quote with the opportunity price list, is incorrect because it does not automatically include the products from the opportunity. You would need to manually add the products to the quote, and then select the opportunity price list.