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You are configuring Dynamics 365 Sales for a US-based company as follows:
✑ Utah to California is the West territory
✑ Illinois to Colorado is the Central territory.
✑ Maine to Indiana is the East territory.
The company wants the territories set up as follows:
✑ Salespersons 1 and 2 sell in the West territory.
✑ Salespersons 5 and 6 sell in the Central territory.
✑ Salespersons 3 and 4 sell in the East territory.
✑ Postal code for each state used as the location.
You need to set up the territories.
Solution:
✑ Create the West territory, add the manager, and save.
✑ Repeat for the Central and East territories.
✑ Add the members for each territory.
✑ Select Related under each territory and select the postal codes applicable for each territory.
Does the solution meet the goal?
KendraK
Highly Voted 2 years, 8 months agoNewb007
9 months, 3 weeks agoNewb007
9 months, 3 weeks agoNA1926
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