web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / what if my sales terri...
Microsoft Dynamics CRM (Archived)

what if my sales territories have no people?

(0) ShareShare
ReportReport
Posted on by Martin Donnelly 1,030

No user can be manager nor member of multiple territories.  Makes no sense to me that such a restriction fits the real world, but I need the territories for territorial price lists.

So, what do I lose by have no manager nor any members?  What are territories supposed to do other than host price lists and provide a report filtering attribute?

thanks,

md

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Kokulan Profile Picture
    Kokulan 18,054 on at

    I understand that Territory is not used much or not much functionality built around other than merly grouping users and locations and as you mentioned for price lists and reporting.

    I have come across few interesting scenarios, have a look at the follwoing

    Please see the following how the territories are used in few other areas in CRM.

    "Territories are used to divide large service areas. If a service territory is assigned to a service account record, and a work order is generated for that service account, then the work order will inherit the service territory from the service account. When you are scheduling a work order using the scheduling assistant, the suggested available resources can be filtered based on the resources that are assigned to the same territory as the work order. Using territories also helps dispatchers manage the schedules more efficiently when managing the schedule board."

    docs.microsoft.com/.../set-up-territories

    community.dynamics.com/.../177268

    www.inogic.com/.../heard-about-this-sales-territory-management-in-dynamics-crm-using-maps

    Hope this helps

  • Martin Donnelly Profile Picture
    Martin Donnelly 1,030 on at

    Also, after reading more documentation it seems the territory out-of-the-box isn't all that good for default price list.  The connection procedure depends on the user membership in the territory.  In my case, not only can I not use territory membership, but the default pricing more dependent on the account than the sales person.  This means I need to write a plugin to override the OOB behavior, anyway.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans