What are some examples of business markets

Establish sales territories to organize business markets by geographic area

Improve your sales potential and your revenue by creating regions for customer and market segments in apps for customer loyalty (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing and Dynamics 365 Project Service Automation). Then assign appropriate sales reps to handle the sales and revenue opportunities for those territories.

Sales territories improve sales potential because the members of a territory are focused on the services or sales in that territory. You can assign finances directly to an area and associated members, which simplifies business analysis. Similarly, based on the type and size of sales territory, you can define sales methodologies and training required for those locations.

Organizations can build a model and represent the sales territories hierarchically in a format with hierarchical relationship of the standard territory.

Important

  • For a new organization deploying Dynamics 365 Sales, the hierarchical relationship is available and enabled by default.
  • The existing customers who are upgrading to the latest version when the organization has not yet created a hierarchical relationship for the Territory table will be available and activated through the hierarchical relationship. However, if the organization has a hierarchical relationship created for the Territory field, the new default territory hierarchical relationship becomes unavailable.

Create a sales territory (sales hub app)

  1. You must have the Manager, Vice President, Chief Executive Officer, System Administrator, or System Customizer security role, or equivalent permissions.

  2. Select the Site Map icon in the web app , then select an ellipsis , and then select Sales areas out.

  3. To create a new sales area, choose in the command bar New out.

  4. Enter your information in the sales area form.

    a. Surname Enter the geographic name for the area, such as the name of a city, country / region, or state.

    b. Manager. Enter the name of the user who is the manager for this territory. This person typically assigns leads to sales reps.

    Important

    You cannot assign multiple territories to the same user. If you need to assign a user to a larger area (more than one existing area), create a new area that contains the existing areas, and then assign the user to that new area.

    d. Parent element. Select the Search icon and select a parent area. The current territory is added as a child territory to the selected field. For example, if you are creating California and Washington sales areas, you can add the United States of America as records to create a relationship of parent and child goals in English sales areas and the parent field.

    c. description: Enter any details you want to include for this area, such as "Sales area created for education and training."

  5. When you're done, choose on the command line to save out.

  6. Select the tab Connected, and then select Members out.

  7. Click the tab Members on the option Add members.

  8. Select in the area Search records select the search icon, select a user record, and then select Add out.

  9. To add sub-areas to this area, select Sub-areas, and choose Add a new field out.

    Enter the required information and choose to save. The field is added as a pre-area in the sub-area grid.

  10. Choose to save out.

Create a sales territory (sales hub app)

  1. Make sure that you have the "System Administrator" security role or the appropriate permissions in Microsoft Dynamics 365.

    Check your security role

    • Follow the steps in Viewing the User Profile.

    • Do you not have the required permissions? Please contact the Systemadministrator.

  2. Go to in the web app Settings ()> Advanced settings.

  3. Choose Sales areas.

  4. Select on the command bar New out.

  5. Fill in your information.

    • Surname. Enter the geographic name for the area, such as the name of a city, country / region, or state.

    • Manager. Enter the name of the user who is the manager for this territory. This person typically assigns leads to sales reps.

      Important

      You cannot assign multiple territories to the same user. If you need to assign a user to a larger area (more than one existing area), create a new area that includes the existing areas, and then assign the user to that new area.

    • description: Enter any details you want to include for this area, such as "Sales area created for education and training."

  6. When you're done, choose on the command bar to save or Save and close out.

  7. To assign members to a sales territory, open the territory, then select under in the left pane GenerallyMembers out.

  8. Select on the tab user in the group Records the option Add members.

  9. In the dialog box, choose Look up records select a user, then select Add out.

See also

Administrator and Sales Manager Guide
Optimizing sales from lead to order (sales)

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