What is the difference between Organizational Units, Facility, Business Units and Territory? in D365 CRM – Field Services world

Organizational units are created in Field Service to represent locations where resources can be dispatched from. They can have Longitude and Latitude values assigned to them that assist in geo location.

Facilities are used to represent locations where services might be conducted such as a room or building.

Business Units are used as to represent boundaries for Dynamics 365 security, and territories are used to define geographic boundaries to assist in service scheduling and sales scenarios.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

This site uses Akismet to reduce spam. Learn how your comment data is processed.