Microsoft Dynamics 365 Fundamentals (CRM) — Question 24

Your company uses Dynamics 365 Sales.
You need to prepare and send a quote to a customer.
What are two possible ways to achieve the goal?
NOTE: Each correct selection is worth one point.

Answer options

• A. Close the quote
• B. Generate a document by using a Microsoft Word template.
• C. Export the quote as a PDF file.
• D. Create an order

Correct answer: B, C

Explanation

Options B and C are correct because they directly relate to generating and sending a quote. Generating a document with a Microsoft Word template allows for a professional presentation of the quote, while exporting as a PDF ensures a widely accepted file format for sharing. Closing the quote and creating an order do not facilitate sending a quote to a customer.