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.

✑ 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?
A . Yes
B. No

View Answer

Answer: B

Explanation:

Reference:

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/admin/set-up-sales-territories-organize-business-markets-geographical-area?view=op-9-1

https://docs.microsoft.com/en-us/dynamics365/field-service/set-up-territories