Revising an Active Quote
Question
You are a salesperson using Dynamics 365 Sales.
You need to revise an active quote.
What happens to the original quote record?
Answers
Explanations
Click on the arrows to vote for the correct answer
A. B. C. D.C.
As a salesperson using Dynamics 365 Sales, if you need to revise an active quote, the original quote record will not be deleted. Instead, a copy of the quote will be created and put into draft mode for modification, while the original quote remains active.
The correct answer is C: The quote is put in draft mode for modification.
When a quote is put into draft mode, it means that it is no longer active, and any changes made to it will not affect the original quote. This allows salespeople to make changes and updates to the quote without having to worry about accidentally deleting or modifying the original quote.
Once the revisions have been made to the draft quote, the salesperson can then choose to either discard the draft and revert back to the original quote or submit the draft for approval and convert it into an order.
Option B is incorrect as converting the original quote into an order and creating a copy of the quote in draft mode would not allow the salesperson to make any modifications to the original quote.
Option A and D are also incorrect as they suggest that the original quote will be deleted or closed, which is not the case.
