Topic 5, Liberty’s Delightful Sinful Bakery & Café
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• Liberty’s finds that the information on their accounts and contacts are often outdated.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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