Topic 5, Liberty’s Delightful Sinful Bakery & Café
Overview
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• Liberty’s finds that the information on their accounts and contacts are often outdated.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.
DRAG DROP
You need to ensure that the Accounts table data does not contain duplicates.
Which three actions should you perform in sequence? To answer move the appropriate actions from the list of actions to the answer area and arrange them in the correct order. NOTE: More than one order of answer choices is correct. You will receive credit for any of the correct orders you select.
Answer: 
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