A company uses Dynamics 365 Sales to create and manage opportunities, quotes and orders.
You need to ensure that the Actual Revenue field in an opportunity is automatically updated with the total amount from the quote.
What should you do?
Click on the arrows to vote for the correct answer
A. B. C. D.B.
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/close-opportunity-won-lost-salesTo ensure that the Actual Revenue field in an opportunity is automatically updated with the total amount from the quote in Dynamics 365 Sales, you should choose option A: Convert the quote to an order. Set the value of the Calculate actual revenue from quotes option to Yes.
Here's why:
When you create a quote in Dynamics 365 Sales, the Actual Revenue field in the associated opportunity is not automatically updated with the quote amount. You need to convert the quote to an order to update the Actual Revenue field in the opportunity.
Once you convert the quote to an order, you have the option to calculate the actual revenue from the associated quotes. You can set the Calculate actual revenue from quotes option to Yes in the order form. This option will automatically update the Actual Revenue field in the opportunity with the total amount from the quote when the order is created.
Option B: Close the opportunity as won is not the correct answer because it does not address the issue of updating the Actual Revenue field in the opportunity with the total amount from the quote. Closing the opportunity as won only changes the opportunity status to won, but does not update the Actual Revenue field.
Option C: Convert the quote to an order. Set the value of the Close Opportunity option to Yes is also incorrect because the Close Opportunity option is not related to updating the Actual Revenue field. The Close Opportunity option is used to close the opportunity when it is no longer active or relevant.
Option D: Convert the quote to an order. Set the value of the Close Opportunity option to No is also incorrect for the same reason as option C. The Close Opportunity option does not affect the updating of the Actual Revenue field.