How to create a sales territory in Dynamics 365 Sales

Go to Sitemap –> App Settings –> Sales Administration –> Sales Territories

Click on New button to create new sales territory.

Enter Territory Name, Parent territory if required, Manager (User’s lookup) and Description. When you’re done, then select Save.

In the sales territory form, 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.

 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.

Parent. Select the Lookup icon to select a parent territory. The current territory will be added as a child territory to the selected territory. For example, If you are creating sales territories California and Washington, and you can add United States of America as a parent so that a parent-child relationship is created between the sales territories and parent territory.

Description. Enter description/details for this territory, for example, “Sales territory created for south region.”

Add members to sales territory:

Select the Related tab, and then select Members.

On the Members tab, select Add members.

Add sub territories to sales territory:

To add sub territories to this territory, select the Sub-territories tab, and select Add New Territory.

Enter the necessary information and select Save. This territory will be added as a sub territory in the Sub-territories grid.

Select Save.