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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 and add the Resource territories.
Does the solution meet the goal?
Click on the arrows to vote for the correct answer
A. B.B.
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-territoriesBased on the given scenario, the company wants to set up three territories for salespersons in the United States. The territories are West, Central, and East, and each territory has specific salespersons responsible for selling in that region. Additionally, the postal code for each state is used as the location.
The proposed solution is to create the West, Central, and East territories by adding the managers for each territory and saving the changes. After that, the members for each territory are added, and then the Resource territories are linked to each territory by selecting the Related option.
This solution appears to meet the goals of the scenario as it accurately sets up the three territories and assigns the appropriate salespersons to each territory based on the location. By adding the postal code for each state, the territories can be easily managed and tracked, ensuring that each salesperson is focused on the appropriate region.
Therefore, the answer is A. Yes, the solution meets the goal.