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Create, Assign and Re-assign Sales Territories in Dynamics CRM

Amit Shah
Jan 29,2020

    To maximize the potential of targeted markets, organizations create sales territories based on factors like customer segment, geography, sales potential, its history or the combination of all these factors. Creating sales territory not only helps the company to earn better but also the sales team to forecast proper targets and achieve them.

    But managing sales operations with various territories is not always easy. Especially for the sales managers. So, for better territory management as well as your sales team management, we are going to show how to create, assign, re-assign, and manage your sales territories from a single screen in Dynamics CRM 365.

    By default, Dynamics 365 provides its users with the functionality of creating and assigning territories. And here’s how you can create Sales Territories from the Dynamics CRM:

    Step 1: Creating a Sales Territory and assigning a sales manager

    Navigate to Settings → Business Management → Sales Territories.Business Management

    - By clicking on Sales Territories, the list of existing territories will be displayed. From here, you can create and manage the territories.

    To create a new Territory, click on + New button.
    Create New Territory

    - You will be redirected to the “New Territory” page. Insert required Territory Name and assign a Manager for this Territory and select the Parent Territory if required.

    New Territory

    Effective Territory Management with Dynamics Map Integration

    - After inserting all the details, click on the Save button.

    - Created Territory can be seen in the list of Territories.

    - Now, you need to select the Territory to the Accounts for targeted activities.

    Step 2: Assigning Territory to an Account

    - Navigate to Sales → Accounts.

    - Select an account and click on the Edit button or just click on the account to which you want to assign a territory.Account List

    - Select the relevant Territory and save the changes.

    Territory

    In this way, you can create a new Territory and assign the same to a Manager and an account.

    Now, with this default functionality, you might not get the clear visibility of the assigned territories. You will need to perform a lot of manual tasks inside the CRM for even a tiny bit of visibility of territories and how they are performing. You might not even get an overview of how a particular sales territory is performing as well.

    Apart from this, there are many other limitations to this default territory management functionality of Dynamics CRM. To overcome them, you can look for an alternative by searching “Dynamics Map Integration”. The reason behind looking for a map integration is that a map will give you an overview of all of your sales territories, how they are performing, how many sales reps/managers are assigned to a particular territory, and whatnot.

    We’ve covered how to use a Dynamics CRM Map Integration for territory management as well in this blog. We’ve taken Quick Maps, an extension for Dynamics CRM, for explanation purposes. You can always go to MS App Source to look for a map extension.

    With Quick Maps, you can easily create and manage the Territories geographically. And not just create and manage the Territories but you can also assign the same to managers and accounts right from a single screen. You can also merge the territories as per your needs.

    Now, let’s see how to create, assign, and manage territories in the Quick Maps.

    Step 1: Import the package of Quick Maps and install it.

    Step 2: Navigating to Quick Maps AppJetty -> Territory Management

    Territory Management

    Step 3: Creating Territories from Quick Maps.

    - In Quick Maps, there are four different options to create and manage the Territories

    - Navigate to “Territory Management” from the left Navigation menu in Quick Maps.

    Territory Management Territory management

    - Territories can be created and managed by following four ways in Quick Maps:

    - By Region, By Drawing, By Territory, By File

    - By Region: Select a ‘Region’ from available options which are City, State, Country, and Postal code. After selecting the required options, insert the territory name to create a boundary as per the selected options.

    Territory management Territory by region- By Drawing: Select any ‘drawing tool’ to create a shape on the map to create a territory. There multiple drawing tools like Polygon, Circle, and Rectangle. You can also manage the shape color & its border color.

    Territory by drawing- By Territory: A new territory can be plotted on a map to merge into an existing territory or to create new Sales territory. Only the admin (Sales Manager) can merge multiple territories in a single territory by moving a new one into an existed territory.

    Territory- By File: Select ‘By File’ option to import the territory data on the map from the shapefile. The format of the shapefile will be .shp, .shx.

    territory by file

    Step 4: Create, assign, and merge Sales Territories

    - Click on icon from the top right side corner to select the drawn shape.

    - Once the shape is selected, the color of the shape will be changed.

    - Right-click on a selected shape and click on the “Create New Territory” button.

    Icon

    - After clicking on “Create New Territory”, Create New Territory popup will appear. Insert the Territory Name and select a sales manager to assign the same to them.

    create new territory

    - From here, you can also add the new territory to an existing territory by selecting ‘Add to existing territory’ option to merge multiple territories.

    existing territory

    - By clicking on the Save button, the new sales territory will be created.

    save territory

    Step 5: For a consolidated view of territories on the Map, navigate to AppJetty → Map.

    Map

    Step 6: After selecting the required data like ‘Entity’, Territory Search option, and the ‘Territories’, click on Search button to get the map view of your territories.

    Territory

    Ready to smartly manage your territories with Dynamics CRM Map Integration? Go to MS AppSource and find the one that fits well with your business.

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