Create an Order from a Quote, Close Opportunity as Won, Update Actual Values | MB-210 Exam Question
Question
An order uses quote and order functionality in Dynamics 365 for Sales.
Multiple quotes may be provided to customers at one time.
Quotes are revised often.
You need to create a process that meets the following requirements: -> Create an order from a quote.
-> Close the associated opportunity as won.
-> Update the actual values to reflect values from the quote.
Which two opportunities can you close as won? Each correct answer presents a complete solution.
NOTE: Each correct selection is worth one point.
Answers
Explanations
Click on the arrows to vote for the correct answer
A. B. C. D.AB.
In Dynamics 365 for Sales, the process of creating an order from a quote and closing the associated opportunity as won can be achieved through various means. However, to meet the specific requirements of the question, the following steps can be taken:
Create a quote: To begin the process, a quote must be created for the customer. Since multiple quotes can be provided to customers at one time, it is possible that the customer has already received a quote from the sales team. In this case, the existing quote can be revised to reflect any changes in the customer's requirements.
Convert quote to order: Once the quote has been approved by the customer, it can be converted to an order. This can be achieved by selecting the 'Create Order' option from the quote form. This will create a new order record that is linked to the original quote.
Close opportunity as won: With the order created, the next step is to close the associated opportunity as won. This indicates that the sales team has successfully won the deal and can move on to the next opportunity. To close the opportunity, select the 'Close as Won' option from the opportunity form.
Update actual values: Finally, the actual values must be updated to reflect the values from the quote. This includes updating the product quantities, prices, and discounts. This can be achieved by opening the order record and updating the relevant fields.
Now, coming to the answer options: A. The opportunity has other quotes in the won status: This option suggests that the opportunity can be closed as won even if other quotes for the same opportunity have already been won. This is incorrect as closing an opportunity as won means that the specific deal associated with the opportunity has been won, not any other deals.
B. The opportunity has other quotes in the draft status: This option suggests that the opportunity can be closed as won even if other quotes for the same opportunity are still in the draft status. This is also incorrect as a quote in the draft status means that it has not yet been approved by the customer and hence cannot be converted to an order.
C. The opportunity has other quotes in the active status: This option suggests that the opportunity can be closed as won even if other quotes for the same opportunity are still active. This is also incorrect as active quotes are still being considered by the customer and have not yet been approved.
D. The opportunity has other quotes in the revised status reason: This option suggests that the opportunity can be closed as won even if other quotes for the same opportunity are in the revised status. This is the correct answer as revised quotes are those that have been updated to reflect changes in the customer's requirements and are still being considered for approval. Once a revised quote has been approved and converted to an order, the opportunity can be closed as won.
Therefore, the correct answers are options D. The opportunity has other quotes in the revised status reason.
