You work for a company using Dynamics 365 for Sales.
When customers call the company, they must provide their quote number.
Customers report that quote numbers are too long.
You need to shorten quote numbers to the minimum possible length.
What should you do?
Click on the arrows to vote for the correct answer
A. B. C. D.B.
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/change-auto-number-prefix-contract-case-article-quote-order-invoice-campaign-The correct answer to the question is option B, Reduce the auto number prefix to one character.
Explanation:
In Dynamics 365 for Sales, when creating a new quote record, the quote number is automatically generated based on the numbering format specified in the system settings. By default, the quote number includes a prefix, a sequence number, and a suffix.
To shorten the quote numbers to the minimum possible length, we can reduce the length of the prefix. The prefix is the first set of characters in the quote number that identifies the record type or the entity that the number belongs to.
Option A, changing the field type from auto number to decimal number, would not help in shortening the quote numbers. Auto number field type is used to generate sequential numbers automatically, whereas decimal number field type is used to store decimal values.
Option C, reducing the suffix length to four characters, would not help in shortening the quote numbers because the suffix is the last set of characters in the quote number that identifies the quote record.
Option D, ensuring that the prefix setting is read-only, would not help in shortening the quote numbers because read-only setting only allows the user to view the data and not modify it.
Therefore, the correct answer is option B, Reduce the auto number prefix to one character, which will shorten the length of the quote numbers to the minimum possible length by reducing the length of the prefix.