Reference:
https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/customize-opportunity-close-experience
Topic 5, Liberty's Delightful Sinful Bakery & Cafe
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* Liberty's finds that the information on their accounts and contacts are often outdated.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.