Set up sales territories to organize business markets by geographical area

Applies to Dynamics 365 for Customer Engagement apps version 9.x
Applies to Dynamics 365 for Customer Engagement apps version 9.x (on-premises)

Improve sales potential and revenues by creating territories for customer and market segments in Dynamics 365 for Customer Engagement apps. Then assign appropriate sales people to handle the sales and revenue opportunities for those territories.

Sales territories improve the sales potential because the members of a territory are focused on the services or sales within that territory. You can associate the financials directly with a territory and its members, which simplify business analysis. Also, based on the sales territory type and size, you can define sales methodologies and the training required for those locations.

Create a sales territory (Sales Hub app)

  1. Make sure that you have the Manager, Vice President, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions.

  2. Select the Site map icon Site map icon, then select ellipsis Ellipses to see more options, and then select Sales Territories.

  3. To create a new sales territory, on the command bar, select New.

  4. In the sales territory form, fill in your information.

    a. Name. Enter the geographical name for the territory such as the name of a city, country/region, or a state.

    b. Manager. Enter the name of the user who is the manager for this territory. This person would typically assign leads to salespeople.

    Important

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

    c. Description. Enter any details that you’d like to include for this territory, for example, “Sales territory created for education and training.”

  5. When you’re done, on the command bar, select Save.

  6. Select the Related tab, and then select Members.

    Members option on Related tab of territory form

  7. On the Members tab, select Add members.

  8. In the Lookup Records pane, select the search icon , select a user record, and then select Add.

    Lookup Records pane

  9. Select Save.

Create a sales territory (Sales app)

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

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Go to Settings > Business Management.

  3. Choose Sales Territories.

  4. On the command bar, choose New.

  5. Fill in your information.

    • Name. Enter the geographical name for the territory such as the name of a city, country/region, or a state.

    • Manager. Enter the name of the user who is the manager for this territory. This person would typically assign leads to salespeople.

      Important

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

    • Description. Enter any details that you’d like to include for this territory, for example, “Sales territory created for education and training.”

  6. When you’re done, on the command bar, choose Save or Save and Close.

  7. To assign members to a sales territory, open the territory, and then in the left pane, under Common, choose Members.

  8. On the Users tab, in the Records group, choose Add Members.

  9. In the Look Up Records dialog box, select a user, and then choose Add.

Tip

To make your salesperson’s job easier, you can also set a default price list for a territory. More information: Create price lists and price list items to define pricing of products

See also

Administrator and sales manager guide
Nurture sales from lead to order (Sales)