Add Product Line Item in an Opportunity
Question
You are a salesperson using Dynamics 365 Sales.
You need to add a product line item in an opportunity.
What should you do first in the opportunity?
Answers
Explanations
Click on the arrows to vote for the correct answer
A. B. C. D.A.
https://docs.microsoft.com/en-us/dynamics365/sales-professional/add-products-opportunity-spAs a salesperson using Dynamics 365 Sales, when adding a product line item in an opportunity, you should first add a product name.
Here's why:
An opportunity in Dynamics 365 Sales is a potential sale to a customer. It represents the sales process from lead to close, including all the information about the potential sale, such as products and services, estimated revenue, and potential closing date.
When you want to add a product to an opportunity, you need to specify the product name first. This is because Dynamics 365 Sales uses the product name to look up the details about the product, such as its price, unit of measure, and any discounts that may apply.
Once you have added the product name, you can then configure the other details of the product line item, such as the price list, revenue, and units.
So, in summary, the correct answer is D - Add a product name, as it is the first step in adding a product line item to an opportunity in Dynamics 365 Sales.
