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.A.
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/change-auto-number-prefix-contract-case-article-quote-order-invoice-campaign-In Dynamics 365 for Sales, quotes are identified by a unique identifier called a quote number. The quote number is automatically generated by the system when a new quote is created. It consists of a prefix, an incremental number, and a suffix.
To shorten the quote numbers to the minimum possible length, we need to reduce the length of either the prefix or the suffix. We can do this by modifying the auto number format for quotes.
Option A suggests reducing the auto number prefix to one character. This would significantly reduce the length of the quote number but might not be practical if the number of quotes exceeds 26. For example, if the prefix is set to "A," the maximum number of quotes that can be generated would be 26. If the prefix is set to "AA," the maximum number of quotes that can be generated would be 676.
Option B suggests reducing the auto number prefix to two characters. This would allow for a greater number of quotes to be generated than option A, but it would still limit the number of quotes that can be generated.
Option C suggests reducing the suffix length to four characters. This would not limit the number of quotes that can be generated, but it would reduce the length of the quote number. However, it is important to note that reducing the suffix length may result in duplicate quote numbers if the same incremental number is used for different quotes.
Option D suggests ensuring that the prefix setting is read-only. This option would not help in shortening the quote numbers.
Therefore, the best option to shorten the quote numbers to the minimum possible length is to select option B and reduce the auto number prefix to two characters.