Learn how to efficiently configure Microsoft Dynamics 365 Field Service to automatically assign accounts to the correct service territories based on postal codes. Discover the best solution to avoid duplication and ensure accurate territory management during expansions.
Table of Contents
Question
A Field Service organization is restructuring its service territories due to recent expansions and needs to ensure that postal codes are correctly associated with the new territories. You need to configure the system to automatically assign accounts to the correct service territory based on postal codes, ensuring no postal code is assigned to multiple territories. What should you do?
A. Assign multiple territories to each postal code to cover the expanded service areas.
B. Create new postal code records with the updated territories and delete the old postal code records to prevent duplication.
C. Implement a custom plugin to automatically update the service territories based on postal codes.
D. Manually update the service territory field for each account record to reflect the new territories.
Answer
B. Create new postal code records with the updated territories and delete the old postal code records to prevent duplication.
Explanation
Creating new postal code records with the correct territories and deleting old records will ensure that accounts are automatically assigned to the correct service territory without duplication. Manually updating each account record is not efficient and prone to errors. Implementing a custom plugin is unnecessary when the system can handle this through configuration. Assigning multiple territories to a single postal code is not allowed in the system.
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