Home › Dynamics 365 Customer Engagement (CRM) › Dynamics 365 Sales Territories
Dynamics 365 Customer Engagement (CRM) · Jul 14, 2016 · 1 MIN READ

Dynamics 365 Sales Territories

Sales territories can be configured in Dynamics 365. To do this, go to Settings->Business Management:

Select Sales Territories:

Selecting a Sales Territory, we can see the name and members:

Let’s create a new territory:

And add members:

Territories can be assigned to price lists:

And Accounts (drag field onto the form):

 

Carl de Souza
Keep learning. Keep building.

Explore AI, agents & Microsoft technology.

I share practical ideas, tutorials, and videos about AI, AI agents, Microsoft technologies, and the Power Platform.

Subscribe on YouTube →
Carl de Souza Enterprise Architect at Microsoft · AI Technology Expert

Leave a Reply

Your email address will not be published. Required fields are marked *

Carl de Souza
KEEP LEARNING. KEEP BUILDING.

Explore AI, agents & Microsoft technology.

I share practical ideas, tutorials, and videos about AI, AI agents, Microsoft technologies, and the Power Platform.