Sales order processing in Dynamics 365 knowledge check
Which of the following is the correct linear order for the sales process?
Quote > Opportunity > Order > Invoice
Quote > Invoice > Opportunity > Order
Opportunity > Quote > Order > Invoice
Opportunity > Invoice > Quote > Order
Which of the following best describes a Quote?
A potential sale for a customer with whom you have an existing relationship
A confirmed request for delivery of goods and services
A formal offer for products or services
A fulfilled item that will be billed to the customer
You have presented a quote to your customer, and they have asked you to make some changes to it. You have revised the Quote and are ready to present it to the customer again. What must you do next?
Activate the Quote
Close the Quote
Close the Opportunity
Convert to Order
In Microsoft Dynamics 365 once an order is placed, what is the next step in the sales order process?
Close the order
Activate the order
Ship the order
Fulfill the order
You must answer all questions before checking your work.
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