Dynamics 365 Sales Territories

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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):

 

ABOUT CARL DE SOUZA

Carl de Souza is a developer and architect focusing on Microsoft Dynamics 365, Power BI, Azure, and AI.

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