Microsoft Dynamics 365 Sales — Question 8

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?

Answer options

• A. Activate the quote
• B. Select Get Products from the command bar in the Quote entity
• C. Select Add Line Items on the Opportunity entity
• D. Select Recalculate from the command bar on the Opportunity entity

Correct answer: B

Explanation

The correct answer is B because using the 'Get Products' option allows you to pull in the line items from the associated opportunity directly into the quote. Option A is incorrect as activating the quote does not automatically populate it with items. Option C is not correct since adding line items on the Opportunity entity does not affect the quote directly. Option D, selecting Recalculate on the Opportunity entity, is also not relevant for displaying items in the quote.