![]() ![]() Open the territory record and add the sales contact(s) operating in that territory, using the “Members” link in the left navigation menu. Navigate to Settings > Business Management > Sales Territory. Select the connection role as “Territory Default Price List.” It is an OOB connection role. Open the price list record and use the territory grid to add a connection to a specific territory. Step 2: Connect a Territory With the Price List ![]() Under the “Sales” tab, select “Yes” for “Allow selection of default price list for opportunity via inbuilt rule.” Navigate to Settings > Administration > System Settings. ![]() To set up the D365 inbuilt feature based on the user’s territory, follow the steps below: Step 1: Enable the Inbuilt Rule Additionally, a D365 feature that was introduced in 2015 Update 1 has an inbuilt feature that allows the auto-selection of a price list based on the user’s territory. In Microsoft Dynamics 365 (D365), selecting a price list is very important because the line items on the opportunity depend on the selected price list.Ī user can select a price list manually or by building custom logic the price list can be automatically populated. ![]()
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