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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 company uses Dynamics 365 for Sales. You need to change the description field on the quote. Which state allows you to make the change?
You are a salesperson using Dynamics 365 for Sales. You need to revise an active quote. What happens to the original quote record?
You are a salesperson using Dynamics 365 for Sales. You need to be able to modify the product price on an active invoice that uses current pricing. What should you do?
A company uses Dynamics 365 for Sales. You create a new quote and associate an opportunity to the quote. You need to display all your items from the opportunity in the quote. What should you do?
You are creating orders from quotes in Dynamics 365. In some circumstances, customers no longer require an order. In other circumstances, your company delivers the order. You need to ensure that closed orders use existing functionality to reflect the circumstances. Which two methods of closing an order are available out of the box? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point
You work for a company using Dynamics 365 for Sales. When customers call the company, they must provide their quote number. Customers report that quote numbers are too long. You need to shorten quote numbers to the minimum possible length. What should you do?
An organization uses Dynamics 365 for Sales. You need to create a quote template in Microsoft Word for use in the organization. What should you do?
An order uses quote and order functionality in Dynamics 365 for Sales. Multiple quotes may be provided to customers at one time. Quotes are revised often. You need to create a process that meets the following requirements: Create an order from a quote. Close the associated opportunity as won. Update the actual values to reflect values from the quote. Which two opportunities can you close as won? Each correct answer presents a complete solution. NOTE: Each correct selection is worth one point.
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?