Create a Quote from Opportunity
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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: Close the opportunity as won.
Does the solution meet the goal?
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Explanations
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A. B.B.
References: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/developer/convert-opportunity-quote-sales-order-invoice.
No, the given solution does not meet the goal of creating a quote from the opportunity.
Closing the opportunity as won means that the opportunity has been successfully converted into a sale. However, it does not generate a quote, which is a document that outlines the details of the sale, including the products, prices, and any discounts or terms that have been agreed upon.
To create a quote from the opportunity, the salesperson needs to follow the appropriate steps in the sales process, which typically involve creating a quote from the opportunity record and then finalizing and sending the quote to the customer for approval. Once the customer accepts the quote, the salesperson can then convert the opportunity into a sale by closing it as won.
In summary, while closing the opportunity as won is an important step in the sales process, it does not meet the specific goal of creating a quote from the opportunity.
