Importance of Territories in Microsoft Dynamics 365 Field Service

Hi Everyone,

Today i am going to share some important points about the Territories in Microsoft Dynamics 365 Field Service while implementing the  project.

Territories:

How to create  Territories in Field Service?

Dynamics 365 > Administration > Territories > Create new Territory:

Once the new territory is created, you can streamline the resources in the resource booking record and also while filtering the resources availability based on the territory on the Schedule Board.

An Organisation delivering services should consider below points:

1. Break large service areas into smaller ones.
2. Work Orders can be automatically assigned to a territory.
3. Limit the scheduling assistant search results
4. Apply territory filters to the schedule board.

Also Postal codes can be imported and assigned to Territories for auto population.

I hope this helps.

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