Question
Your company manages sales projections by using Dynamics 365 Sales.
You are creating a customer record for a new customer in Dynamics 365 Supply Chain Management.
You must use an existing quote to generate a sales order. You are preparing to define the customer and create the sales order.
Which combination of actions should you take?
- A. Create Customer from Lead, and confirm the quote.
- B. Convert Lead to Customer, and confirm the sales order.
- C. Create Customer from Lead, and confirm the sales order.
- D. Convert Lead to Customer, and confirm the quote. Correct
Explanation
When a quotation was created for a prospect, you open the quotation and select Follow up > Convert to customer. This creates a new customer account for the prospect on the quotation. You then select Follow up > Confirm on the quotation, and confirming it creates the sales order. The action is called Convert to customer, not Create customer from lead. You confirm the quotation because the sales order does not exist until the quotation is confirmed.
