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Microsoft Dynamics CRM (Archived)

Goals and Territories and Permissions

Posted on by Microsoft Employee

How would you work through a user (X1) being part of one or more territories in an area when related to goals?

There is a user part of the territory A and B. How would you set up and maintain her goals?

Territory              Sales Manager  MIM

A                              SMA                       X1

B                              SMA                       X1

C                             SMC                       X2

How can our user X1 see his goals and sales information from Territory A and B while the Sales Managers (SMA, SMB, SMC) also see their respective goals and sales information

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