What is the Purpose of OOB Territories

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Posted on by ChrysW

Hello All and Happy New Year. We are on D365 onprem v9.1. My team and I are were looking into Territories and we are confused as to what purpose they serve out of the box. I think they are really only good for grouping records by region/demographics/etc, which can be helpful with querying, reporting, etc. Since there is no functionality for them, is there anything else that can be done OOB that I may be overlooking? We are looking into other mapping tools but we first wanted to have a better understanding of what could be offered OOB; which I am finding that there is not much.

Thank you in advance,
Chrys

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a33ik 84,331 Most Valuable Professional on at

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RE: What is the Purpose of OOB Territories

Hello,

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ChrysW 2 on at

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RE: What is the Purpose of OOB Territories

Thank you so much for the reply.
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a33ik 84,331 Most Valuable Professional on at

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RE: What is the Purpose of OOB Territories

Hello,

This is pretty much it available OOB - learn.microsoft.com/.../set-up-sales-territories-organize-business-markets-geographical-area

I'm afraid that you are right with your research - there is not much one can do using territory entity OOB.