Sales Territory Assignment Security Role
Question
A company uses Dynamics 365 for Sales.
The company has not made changes to any of the default security roles.
You need to ensure that users can assign salespeople to sales territories.
Which security role can you use?
Answers
Explanations
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A. B. C. D.D.
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/set-up-sales-territories-organize-business-markets-geographical-areaThe security role that allows users to assign salespeople to sales territories in Dynamics 365 for Sales is the Sales Manager role.
Out of the four options provided in the question, none of them specifically mentions the Sales Manager role. The closest option is the Sales Person role, which is a lower-level security role and does not have the necessary permissions to assign salespeople to sales territories.
The Marketing Professional role is focused on marketing activities and does not have permissions related to sales territories. The Delegate role is intended for users who need to manage someone else's activities, but it does not have the necessary permissions to manage sales territories. Finally, the CEO/Business Manager role has broad permissions across the organization, but it does not specifically grant permissions related to sales territories.
Therefore, to ensure that users can assign salespeople to sales territories, you need to create a new security role or modify an existing one to include the necessary permissions. This can be done by navigating to the Security Roles area in Dynamics 365 and configuring the appropriate privileges, such as the "Assign salespeople to sales territories" privilege. Once the security role is configured, you can assign it to the relevant users in the system.
