Check out the latest Sales updates!Learn about the key capabilities and features of Dynamics 365 Sales and experience some of the new features.
Download overview guide | Watch Sales video
2020 release wave 1 Discover the latest updates and new features to Dynamics 365 planned through September 2020
Release overview guides and videos Release Plan | Preview 2020 Release Wave 1 Timeline
Ace your Dynamics 365 deployment with packaged services delivered by expert consultants. | Explore service offerings
Connect with the ISV success team on the latest roadmap, developer tool for AppSource certification, and ISV community engagements | ISV self-service portal
The FastTrack program is designed to help you accelerate your Dynamics 365 deployment with confidence.
FastTrack Program | Finance TechTalks | Customer Engagement TechTalks | Upcoming TechTalks
We have a situation where our Albany Branch Manager has left the company:
Business Unit = Albany
Territory = Albany
Our Perth Branch Manager:
Business Unit = Perth
Territory = Perth
will also now be responsible for the Albany Branch
Any suggestions on how I can capture this??
Much appreciated :O)
Dynamics 365 does not allow us to assign many Businesses & Territories to one same user.
But we could create a larger area territory and includes the existing territories and assign the user to the new territory.
And we can do the same operation on the Business Unit.
Hope it helps.
Beyond Leo's suggestion you could also create a Team with the same permissions as your Perth branch manager, and put it in the Albany Business Unit. Add your Perth business manager as the only member of the team, then reassign the appropriate records to that Team.
That will keep your territories and BUs separate, especially if your Perth branch manager is only filling in until you hire another one in Albany.
Business Applications communities