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?
Click on the arrows to vote for the correct answer
A. B. C. D.B.
To display all the items from an opportunity in a quote in Dynamics 365 for Sales, you need to follow these steps:
Navigate to the opportunity record associated with the quote.
In the opportunity form, select the "Products" tab to view all the products associated with the opportunity.
On the command bar, select the "Add to Quote" button. This action will add all the products from the opportunity to the quote.
Now navigate to the quote record to see all the products associated with the quote.
Therefore, the correct answer to this question is option B: Select Get Products from the command bar in the Quote entity. This option will allow you to retrieve all the items from the opportunity and add them to the quote.
Option A, Activate the quote, is not relevant to this scenario as activating the quote will not automatically add the products from the opportunity.
Option C, Select Add Line Items on the Opportunity entity, is not the correct option as this action will only allow you to add new line items to the opportunity, and not transfer existing line items to the quote.
Option D, Select Recalculate from the command bar on the Opportunity entity, is also not the correct option as this action will only recalculate the opportunity's estimated revenue based on the updated values, but will not transfer products to the quote.