Knowledge check

Completed

Choose the best response for each of the questions.

Check your knowledge

1.

Which type of record can be created automatically from a qualified lead?

Competitor

Quote

Contact

2.

You're working on an opportunity where the customer requires that their lawyer is looped in on all items. You have their lawyer as a Contact in Dynamics 365. How would you associate their lawyer to the opportunity?

Add the lawyer as a stakeholder on the opportunity.

Add the note about the Lawyer to the account record.

Add the lawyer as a contact for the account record.

3.

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.

You must answer all questions before checking your work.