How to Define Geographies for Existing Territories from CRM

How to Define Geographies for Existing Territories from CRM

Amit Shah

November 29th, 2022

Dynamics 365 map gives you an easy way to define geographies from your CRM. The Geography feature lets you pick and choose an area that you can define as a territory from the Advanced Setting.

Geographies for Existing Territories from CRM-1

Step 1: After navigating to the Advance Settings, you will see the Sales Territory option in the Business Management Setting.

You can manage territories and their geography from the Sales Territory setting.

Geographies for Existing Territories from CRM-2

Step 2: After clicking on the sales territory, you will get the list of All Territories. You can also create new territories and their geography by clicking on a New button.

Geographies for Existing Territories from CRM-3

Step 3: After clicking on the New button, you can add a new territory and its geography.

Geographies for Existing Territories from CRM-4

Step 4: Enter the Territory Name and Save the territory. Once you create a new territory, then you can define the geography of that territory.

Geographies for Existing Territories from CRM-5

Step 5: By clicking on the Define Geography tab, you can define Region for that territory. Click on Territory Management and then plot the area by clicking on the Plot button.

Geographies for Existing Territories from CRM-6

Step 6: After the territory is plotted, click on the Hand icon, select the plotted area and click on create a New Geography option.

Geographies for Existing Territories from CRM-7

Step 7: You can see the list of geography, and you can add multiple geographies for one territory. Then Save the territory, and you can use this territory in MappyField 365 for plotting data.

Geographies for Existing Territories from CRM-8
 
All product and company names are trademarks™, registered® or copyright© trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

Read Related Blogs About MappyField 365

Less Talked Features of MappyField & Why you Need Them

Less Talked Features of MappyField & Why you Need Them

5 Min
How to Create and Save Visit Planner in MappyField

How to Create and Save Visit Planner in MappyField

3 Min
How to Geocode Contacts and Accounts in MappyField

How to Geocode Contacts and Accounts in MappyField

3 Min