What should you create?

Topic 5, Liberty’s Delightful Sinful Bakery & CafĂ©

Liberty’s Delightful Sinful Bakery & Cafe (Liberty’s) sells baked goods to only commercial customers for resale from its East and West territories. The bakery acquired a company that it will incorporate as its retail line of business. Each territory will contain a Retail and Commercial territory.

Liberty’s has two territories, each divided as shown below.

Configuration:

• The Commercial territory has a different price list than the Retail territory.

• The criteria used to measure the probability of a sale will be different for retail and commercial.

• All loaves cost the same and all buns cost the same.

• Auto-create records for newly qualified leads is turned on to simplify the lead qualification process.

• Liberty’s logs all phone calls, appointments, and emails in Dynamics 365 Sales.

• Accounts were imported for the Retail territory.

• Liberty’s finds that the information on their accounts and contacts are often outdated.

• Liberty’s must use Microsoft Relationship Sales.

Discounts

To add the pricing for retail, Liberty’s will update all price lists to reflect the retail price and provide the following discounts:

• 10 percent off for 10-19 items

• 20 percent off for 20-49 items

• 30 percent off for more than 50 items

Job roles

EmployecA:

• Manages the Commercial territory

• Will also manage the new Retail terntory starting next month

• Responsible for all sales functions, including forecasting and product management EmployeeB:

• Hired for retail sales only

• Must create new accounts and contacts but should not be able to create or edit products EmployeeC:

• Serves as a Liberty’s executive

• Requires read-only access to Contacts and Accounts tables in Dynamics 365 Sales Employee©:

• Serves as an operations manager, responsible for managing orders and deliveries

General

• With the acquisition of the retail company, new bread types must be added. These bread types must apply to loaves and buns.

• A lead must be generated from an activity record.

• Liberty’s wants to improve accuracy about Accounts and Contacts but does not want to track messages generated outside of the system.

• With the addition of the retail branch. Liberty’s must create a forecasting model to estimate the revenue for the next quarter.

• If a phone call is received from a new potential customer, a lead must be generated from the activity record.

• Liberty’s must automatically maintain current account and contact information.

• The system must be able to rate the health of an opportunity based on the following scale:

o 1 = Good

o 2 = Fair

o 3 = Poor

• The health rating must include all conversations and interactions, including those on social media.

Issues

• A duplicate detection rule is set up, and the flag to check for duplicates is turned on; however, duplicates still exist.

• EmployeeB and other employees notice that all their opportunities are rated as Good, but when reviewing the activities, they see that the rating should be Poor.

• User1 complains that the user’s message responses to leads in Linkedln are missing.

• TesterA cannot find the model-driven app to test.

• Liberty’s receives an email with a customer order. When the customer calls to pay with a credit card over the phone, Liberty’s cannot find the customer order.

You need to optimize generated forecasts.

What should you create?
A . one predictive opportunity scoring model
B. two predictive opportunity scoring models
C. two predictive lead scoring models
D. one predictive lead scoring model

Answer: B

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