A user reports that they cannot create or view sales quotes in Dynamics 365 Business Central.
You need to help the user create and view sales quotes.
From which three cards can the user perform the required activities? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
Click on the arrows to vote for the correct answer
A. B. C. D. E. F.BEF.
To help the user create and view sales quotes in Dynamics 365 Business Central, the relevant cards are:
E. Customer: This card is used to create and maintain customer records. A sales quote is associated with a customer, so the user needs to ensure that the customer record exists and is up-to-date. To create a new customer record, the user can click on the "New" button on the Customer List page and enter the required information.
B. Opportunity: This card is used to manage sales opportunities. An opportunity represents a potential sale to a customer and can be used to track the sales process from initial contact to close. To create a sales quote, the user can create a new opportunity record and then click on the "New Quote" button on the opportunity card.
F. Contact: This card is used to create and maintain contact records for customers and prospects. Contacts can be associated with a customer or an opportunity and can be used to track communications with customers. To create a new contact record, the user can click on the "New" button on the Contact List page and enter the required information.
Therefore, the correct answers are: