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Add or remove territory members

  • 项目

 

Applies To: Dynamics CRM 2013

To accommodate changes in sales territories or the representatives that are assigned to each territory, you can add or remove territory members in Microsoft Dynamics CRM.

  1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions. 

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Follow the steps for the app you’re using.

    If using the CRM web application

    1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.

      Settings appears in the nav bar.

    2. Click or tap Settings > Business Management > Sales Territories.

    If using CRM for Outlook

    1. In the Navigation Pane, expand your organization if necessary, and then click or tap Settings > Business > Business Management > Sales Territories.

  3. In the list of territories, under Territory Name, double-click or tap the entry for the territory you want to add people to or remove people from.

  4. In the Navigation Pane, expand Common if necessary, and then click or tap Members.

  5. Follow the steps for the task you’re performing:

    Add people to a sales territory

    1. On the ribbon, click or tap Add Members, view the text in the Message from webpage dialog box, and then click or tap OK to close the dialog box.

    2. In the Look Up Records dialog box, in the Search text box, type in the name or a part of the name of the user you want to add to the sales territory, and then click or tap the Start search icon 54934.

    3. In the list of records, select the people you want to add to the sales territory, and then tap or click Add.

    Remove people from a sales territory

    1. In the list of members, select the people you want to remove from the sales territory, and then on the ribbon, click or tap Remove Members.

    2. In the Remove Members dialog box, click or tap Remove.

      Note

      When you remove someone from a sales territory, the updated list of members isn’t displayed until you refresh the page.

See Also

Manage users
Manage security, users and teams

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