Microsoft Dynamics 365 Sales — Question 120
A salesperson sends an active quote to a customer. The customer requests another quote that includes the original details from the opportunity.
You need to create multiple quotes.
What should you do?
Answer options
- A. Close the quote and then create a quote from the opportunity.
- B. Create a revision to the active quote.
- C. Create a new opportunity.
- D. Create a new quote from the original opportunity.
Correct answer: D
Explanation
The correct answer is D because it allows for the creation of a new quote that retains the necessary information from the original opportunity. Option A is incorrect as closing the quote would not retain the details needed. Option B is wrong because revising the active quote does not create a separate quote. Option C is not applicable since a new opportunity is unnecessary for generating additional quotes.