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Dynamics 365 Community / Forums / Field Service forum / Territory Entity for f...
Field Service forum

Territory Entity for field service

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Posted on by Community Member

Hi,

Is territory a out of box entity of Dynamics 365 and how it helps in field service?

Thanks,

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Connected Field Service
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  • Verified answer
    Fannie30 Profile Picture
    Fannie30 2,990 Moderator on at

    Territory is the out of the box territory entity.  Territory does several things:

    1) if Postal Codes are created and assigned to a Territory, then when the Accounts are created, they will automatically be assigned to a Service Territory. 

    2) when a work order is created that has that service account, the service territory will also be assigned to that work order.  

    3) Resources are typically assigned to 1 or more territory.  This is useful for large Service Orgs that assign resources to work orders via a territory/zip codes. 

    4) When scheduling the work orders, the schedule board can be filtered by territory and only show the requirements and resources for that territory.

    5) when using the schedule assistant, we can do the same thing and filter by service territory and only see the resources assigned to that territory

    Take a look at these documents to help with further understanding:

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/set-up-territories

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/field-service/configure-default-settings

    Note: If you find my answer helpful, please mark it as verified, so it can be useful for others.

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