Qualifying an Opportunity
Question
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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: Qualify the opportunity.
Does the solution meet the goal?
Answers
Explanations
Click on the arrows to vote for the correct answer
A. B.B.
References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/convert-opportunity-quote-sales-order-invoice.
The solution provided, which is to qualify the opportunity, does not meet the stated goal of creating a quote from the opportunity.
Qualifying an opportunity in Microsoft Dynamics 365 Sales involves assessing the lead or opportunity and determining if it meets the criteria to move forward in the sales process. Qualifying an opportunity does not create a quote.
To create a quote from the opportunity, the following steps can be taken:
- Navigate to the Sales app in Dynamics 365.
- Open the opportunity that needs a quote.
- Click on the "Create Quote" button in the command bar.
- Fill out the quote form with the necessary details such as the products, quantities, and pricing.
- Save and close the quote.
Therefore, the correct answer is B. No, qualifying the opportunity does not meet the goal of creating a quote from the opportunity.
