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 and add the manager.
• Add members and save.
• Repeat for the Central and East territories.
Does the solution meet the goal?

Question

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 and add the manager.

• Add members and save.

• Repeat for the Central and East territories.

Does the solution meet the goal?

Maria Kniess · Accepted Answer

Maria Kniess · Answer

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