A company uses Dynamics 365 Sales.
You need to email a quote to a customer.
Which user interface option should you use?
Click on the arrows to vote for the correct answer
A. B. C. D.D.
The appropriate user interface option to email a quote to a customer in Dynamics 365 Sales is the "Print Quote for Customer" option. This option allows you to generate a quote in PDF format and email it to the customer.
To use this option, follow these steps:
Navigate to the quote record you want to email to the customer.
Click on the "..." button in the command bar, and then select "Print Quote for Customer" from the drop-down list.
In the "Print Quote for Customer" dialog box, select the template you want to use for the quote.
If needed, customize the email subject and body.
Choose whether you want to include the quote as a PDF attachment, or include a link to the quote.
Click "Send" to send the email to the customer.
Using the "Print Quote for Customer" option ensures that the customer receives a professional-looking quote in PDF format that is easy to read and understand. It also allows you to include additional information about the quote, such as terms and conditions, that may not be included in the quote itself.