Book Image

Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide

By : Danny Varghese
Book Image

Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide

By: Danny Varghese

Overview of this book

Managing any relationship can be difficult. Microsoft Dynamics CRM 2011 enables an organization to manage their marketing, sales, and service efforts for a customer, and give users a 360 degree view of the customer."Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide" will assist individuals in passing the certification exam by reviewing each topic covered by the exam in depth, providing questions to test your knowledge at the end of each chapter, and finally by providing a 75 question practice exam including answers.You'll start with an introduction to Microsoft Dynamics CRM 2011 along with an overview of the exam, benefits of certification, and helpful exam taking tips.The following chapters take a deeper look into the CRM application itself covering each of the key modules: marketing, sales, service, and service scheduling. At the end of the book, there is a 75 question sample certification exam.This book will help you attain the MB2-868 certification, making you more marketable.
Table of Contents (19 chapters)
Microsoft Dynamics CRM 2011 Applications (MB2-868) Certification Guide
Credits
About the Author
Acknowledgement
About the Reviewers
www.packtpub.com
Preface
Answers to Sample Certification Exam Questions
Index

Creating and managing quotes


Quotes can provide customers or potential customers with an estimated amount for all of the products that they wish to purchase. A quote can be created from an existing opportunity or on its own. A quote created automatically from an opportunity will inherit all of the products and pricing specified in the opportunity.

Creating a quote from an opportunity

To create a quote from an opportunity, perform the following steps:

  1. Start CRM, go to the Sales module, and then click on Opportunities.

  2. Find and open the opportunity record to which you wish to add a quote.

  3. Within the form, locate the Quotes sub-grid, and click inside of it.

  4. On the List Tools tab, on the Quote ribbon bar, in the Records group, click on Add New Quote.

  5. The following information will be copied from the opportunity:

    • Name: The name of the opportunity

    • Potential Customer

    • Price List

    • Detail Amount: Estimated revenue

    • Quote Discount (%): Discount (%)

    • Quote Discount: Copied from the discount

    • Pre-Freight Amount...