Exam MB-330 topic 1 question 20 discussion

A is correct. https://docs.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/create-an-opportunity-or-customer-from-a-lead

D. You should convert Lead to Customer, and confirm the quote. Why? -> Convert Lead to Customer: In D365 Sales, the Lead is qualified and converted to a Customer (Account/Contact). Through integration (e.g., Dual-Write or Dataverse), this customer syncs to D365 F&O (SCM), fulfilling the requirement to "define the customer." -> Confirm the Quote: In D365 Sales, the quote is finalized (e.g., marked as "Won"), and this data syncs to SCM, where it can be used to generate a sales order. The scenario specifies using a "current quote" to create a sales order, and confirming it is a logical prerequisite. -> Sales Order Creation: While not explicitly stated in Option D, the next step (creating the sales order in SCM from the confirmed quote) is implied and aligns with the scenario’s intent.

I checked D365 SCM. In the All prospects page, you can click on "Convert to customer". So, only Prospects can be "Converting to customer". So, A.

When I check D365 SCM, a lead cannot be converted to a customer, but a prospect can. Hence leading to answer A.

A is the answer, the point is not CONVERT but CREATE customer

A is correct

I believe that the word lead vs prospect in the answers is irrelevant and the key phrase from the question is "make use of current quote to generate a sales order." If we're already on the quotation form, we'd simply click "Convert to customer" to complete these steps. https://learn.microsoft.com/en-us/dynamics365/supply-chain/sales-marketing/tasks/create-edit-sales-quotations#update-a-sales-quotation

A https://learn.microsoft.com/en-us/dynamicsax-2012/appuser-itpro/create-an-opportunity-or-customer-from-a-lead

A is correct.

The correct answer is A. We can convert the lead to contact. The lead will bring the prospect/customer which we can use to create the quotation to convert into a sales order.

I actually think A and D practically means the same thing from English language perspective. Creating a customer record from a lead is a process of converting (qualifying and Generating) a lead to a customer. However, with respect to jargons, I will go with option A. Option D is used more in D365CE jargons and not D365FO.

NO, you cannot create a customer from Lead, you have to Convert, D is the correct answer

If I would like to make use of the current quote I would use "Convert" option on the quote which will convert the lead/prospect to customer and then I would use option "Confirm" to confirm the quote and generate sales order aumomatically. So D is my anwers

Definitely D. You need to go to the created quotation, select "Convert to customer" functionality, then "Confirm" option become available and you need to use it to generate sales order from quotation

You can convert a lead into contact and this is in sales only. In SCM you have to create a new customer from lead. Convert lead is only for sales.

You are creating a customer record for a new customer. So their is no lead. You have to make use of a current quote to generate a sales order. So create customer but confirm the quote already existing.

The answer should be B. Convert the Lead into Customer, then confirmed the Sales order.