Does the solution meet the goal?

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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 members for each territory.

✑ Select Related under each territory and select the postal codes applicable for each terriority.

Does the solution meet the goal?
A . No
B . Yes

View Answer

Answer: B