A company uses Dynamics 365 for Sales. The company has not made changes to any of the default security roles. You need to ensure that users can assign salespeople to sales territories. Which security role can you use?
C Sales Manager seems to be correct. Created trial instance, checked Security Roles\Sales Manager\Business Management\Assign territory to user - it is enabled. For D it is disabled.
C is the correct answer. You can go and check the default out of the box "Sales Manager" security role by going in to Settings>Security>Security Roles>Sales Manager> Business Management Tab. Review :Assign Territory to User" under Miscellaneous Privileges. OOTB it's set to "Parent: Child Business Units"
Agree with you - I just checked all the available roles (as per options) in default solution and only System Customizer got Assign Territory to User with Parent Child Access level.
Admin please note that there should be an option to add screenshots which I think most of us are missing.
Well look at this:
https://docs.microsoft.com/en-us/power-platform/admin/set-up-sales-territories-organize-business-markets-geographical-area#create-a-sales-territory-sales-hub-app
Make sure that you have the Manager, Vice President, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions.
Is "Manager" equate to "Sales Manager"? According to this list I'd go with D.
Guys, I don't think the question is "what security role can assign users to territories", which is what most of you seem to be answering (and would be C).
The question is "What security role do YOU need to be able to ensure the users (i.e. sales managers) who are supposed to be able to assign salespeople to sale territories can do so (i.e. have the proper security role to do so)?", which would be D.
Just created a clean environment in my Dynamics Trial and loaded the Sample Data.
I have selected the following
Settings
Security
Security Roles
System Customizer
Sales Tab. The System Customizer has read and write privilege (Modify) if you will.
The System Customizer security role cannot create a sales territory nor can they assign sales people (users) to a sales territory. This would have to be activated via the sales and Business Management Tabs
These are the OOB settings are :- Sales Tab, "Territory". Read and Write
Business Management Tab, "Assign Territory to user". None Selected (Red Circle)
The question states "has not made changes to any of the default security roles"
So System Customizer Cannot be correct
Sales Manager, on the other hand, has the OOB privilege to Create a territory and assign territory to user privilege set as "Parent , Child Business Units"
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