MB-210 Quotes, Orders & Product Catalog Management 1 — Questions and Answers
Question 1: In Dynamics 365 Sales, which record type must be created before you can add products to a Quote?
- Price List (Correct answer)
- Product Family
- Unit Group
- Discount List
Correct answer: Price List
A Price List must be associated with the Quote before line items (products) can be added, as it defines the currency and pricing for all products on the record.
Question 2: When a Quote is revised in Dynamics 365 Sales, what happens to the original Quote?
- It is deleted permanently
- It is closed and marked as Revised (Correct answer)
- It is converted to an Order automatically
- It is deactivated and moved to a sub-grid
Correct answer: It is closed and marked as Revised
Revising a Quote closes the original Quote with a status of Revised and creates a new active version, preserving history.
Question 3: Which Dynamics 365 Sales entity allows you to group related products together under a common hierarchy?
- Product Bundle
- Product Family (Correct answer)
- Price List Item
- Unit Group
Correct answer: Product Family
Product Families allow you to organize products into hierarchical groupings and define shared properties via product properties (attributes) inherited by child products.
Question 4: What is the purpose of a Unit Group in the Dynamics 365 Sales product catalog?
- To define product categories for reporting
- To set the currency used on price list items
- To define units of measure and their conversions for a product (Correct answer)
- To group products available for bundle discounts
Correct answer: To define units of measure and their conversions for a product
A Unit Group defines the primary unit and all related units of measure (e.g., Each, Dozen, Case) along with conversion factors between them.
Question 5: In Dynamics 365 Sales, which status allows a Quote to be emailed or printed and shared with a customer?
- Draft
- Active (Correct answer)
- Won
- Closed
Correct answer: Active
Only an Active Quote can be officially shared with a customer; Draft status means the quote is still being prepared internally.
Question 6: When creating an Order from a Won Quote in Dynamics 365 Sales, which data is automatically carried over?
- Only the account name and contact
- Products, pricing, and customer details from the Quote (Correct answer)
- Only the Quote total and currency
- The associated Opportunity's estimated revenue
Correct answer: Products, pricing, and customer details from the Quote
Converting a Won Quote to an Order copies all line items (products), pricing, quantities, and customer details automatically to avoid re-entry.
Question 7: Which record type in Dynamics 365 Sales represents the fulfillment stage after an Order has been processed and payment collected?
- Quote
- Contract
- Invoice (Correct answer)
- Sales Receipt
Correct answer: Invoice
An Invoice is the final billing document created from an Order once goods or services have been delivered and payment is due or collected.
MB-210 Quotes, Orders & Product Catalog Management 1
In Dynamics 365 Sales, which record type must be created before you can add products to a Quote?