Microsoft Dynamics 365 Sales — Question 1

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?

Answer options

• 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

Correct answer: C

Explanation

The correct answer is C because creating a new quote from the opportunity allows all associated products to be included automatically. Option A involves converting the opportunity, which may not retain all details. Option B creates a quote independently from the client, while option D focuses on the price list rather than the products linked to the opportunity.