You work in a sales role for an organization that uses Dynamics 365. You are managing an opportunity for a potential customer. You need to create a quote that automatically includes all the products from the opportunity. What should you do?
A.
Convert the opportunity to a quote
B.
Create a new quote from the customer
C.
Create a new quote from the opportunity
D.
Create a new quote with the opportunity price list
There is no button on an Oppotunity called Convert to Quote. There is in the Quote section a button called "New Quote" this will create a new quote that automatically has the same price list and lines that were on the opportunity. So, the answer is C.
A Vs C:
I would like to go with C because:
Even if you don't consider misleading term "Converting", They have specifically given C (creating quote from Opp record) which a correct way.
C is definitely Correct, you can not miss to select it and A you can not really select bcoz in the answer you need to select only one option, not two.
I agree. Microsoft also uses a term "convert the opportunity in quote" but in this case we have a more specific answer and I would go with C. Your explanation is good, IMHO.
However converting into a quote for Microsoft might mean closing an opportunity and generating a quote afterwards. Closing an opportunity is also important and C does not explicitly mentions it. However, also ChatGPT answers C (which I do not trust much) and also Bing AI Search answers C (which is quite reliable on these questions and for renewal of certifications in particular).
To create a quote, you must be in Opportunity and select "New Quote" under the Quotes Tab.
https://learn.microsoft.com/en-us/dynamics365/sales/create-edit-quote-sales
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