Configuring Dynamics 365 Sales Territories
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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?
Answers
Explanations
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A. B.A.
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/set-up-sales-territories-organize-business-markets-geographical-area? https://docs.microsoft.com/en-us/dynamics365/field-service/set-up-territoriesThe proposed solution appears to meet the goal of setting up the territories in Dynamics 365 Sales for a US-based company based on the provided scenario. The solution includes the following steps:
- 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.
The first step is to create the West territory, add the manager, and save. This involves defining the name of the territory as "West" and specifying the relevant postal codes for the territory. The manager for the territory is also added during this step.
The second step is to repeat the process for the Central and East territories, defining the names and postal codes and adding the relevant managers.
The third step is to add the members for each territory. In this case, Salespersons 1 and 2 are assigned to the West territory, Salespersons 5 and 6 are assigned to the Central territory, and Salespersons 3 and 4 are assigned to the East territory.
The fourth and final step is to select Related under each territory and select the postal codes applicable for each territory. This involves linking the relevant postal codes to each territory so that sales data can be accurately tracked and reported.
Overall, the proposed solution appears to meet the stated goal of setting up the territories in Dynamics 365 Sales for a US-based company based on the provided scenario. Therefore, the answer to the question is "A. Yes".
