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You are configuring Dynamics 365 Sales for a US-based company as follows:
Note: This question is part of a series of questions that present the same scenario. Each question in the series contains a unique solution that might meet the stated goals. Some question sets might have more than one correct solution, while others might not have a correct solution.
After you answer a question in this section, you will NOT be able to return to it. As a result, these questions will not appear in the review screen.
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. Add members for each territory and save. Repeat for the Central and East territories. Add connections to each territory.
Does the solution meet the goal?
Answer(s): B
Reference:
https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/set-up-salesterritories-organize-business-markets-geographical-area?view=op-9-1
https://docs.microsoft.com/en-us/dynamics365/field-service/set-up-territories