Convert Opportunity to Quote
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A customer recently visited one of your retail outlets.
You created an opportunity for the customer for a large purchase.
The customer is now ready to complete the purchase.
You need to create a quote from the opportunity.
Solution: Convert the Opportunity to a quote.
Does the solution meet the goal?
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Explanations
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A. B.A.
References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/convert-opportunity-quote-sales-order-invoice.
Yes, the solution mentioned in the scenario meets the goal of creating a quote from the opportunity.
In Microsoft Dynamics 365 Sales, an opportunity represents a potential sale to a customer. When a customer is interested in purchasing a product or service, a salesperson creates an opportunity record to track the details of the potential sale, including the customer's needs, preferences, budget, and timeline.
Once the customer is ready to make the purchase, the salesperson can convert the opportunity record into a quote record, which contains the details of the proposed sale, including the products or services to be purchased, the price, and any applicable discounts or promotions.
Therefore, by converting the opportunity to a quote, the salesperson can provide the customer with a formal document that outlines the terms and conditions of the sale, including the products or services being sold, the price, and any applicable discounts or promotions. This helps to ensure that the customer understands the details of the purchase and can make an informed decision.
In conclusion, the solution of converting the opportunity to a quote meets the goal of creating a quote from the opportunity.
