{"id":3846,"date":"2021-08-30T11:16:26","date_gmt":"2021-08-30T05:46:26","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=3846"},"modified":"2025-11-29T22:41:13","modified_gmt":"2025-11-29T17:11:13","slug":"how-to-reassign-add-area-to-existing-territory-in-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/how-to-reassign-add-area-to-existing-territory-in-dynamics-365\/","title":{"rendered":"How to Reassign or Add More Area to Existing Territories in Dynamics 365?"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_74 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-reassign-add-area-to-existing-territory-in-dynamics-365\/#Step_1_Navigate_to_MappyField_365\" >Step 1: Navigate to MappyField 365<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-reassign-add-area-to-existing-territory-in-dynamics-365\/#Step_2_Navigate_to_the_%E2%80%9CTerritory_Management%E2%80%9D\" >Step 2: Navigate to the \u201cTerritory Management\u201d<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-reassign-add-area-to-existing-territory-in-dynamics-365\/#Step_3_Search_and_Manage_Territory\" >Step 3: Search and Manage Territory<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-reassign-add-area-to-existing-territory-in-dynamics-365\/#Step_4_Reassign_the_Territory\" >Step 4: Reassign the Territory<\/a><\/li><\/ul><\/nav><\/div>\n<div style=\"text-align: justify;\">\n<p>Territory management is hard.<\/p>\n<p>Definitely.<\/p>\n<p>Sometimes even when you are following best practices for territory management, there are times when territories overlap or are double assigned or even not mapped out properly or not evenly distributed.<\/p>\n<p>So, to help you correct some of these wrongs, we are going to demonstrate how to reassign or realign created territories using a <a href=\"https:\/\/www.appjetty.com\/dynamics365-mappyfield-365.htm\">Dynamics CRM map integration<\/a>.<\/p>\n<p>For demonstration purposes, we are taking Mappyfield, but you can browse MS AppSource to find a suitable map integration based on your needs, requirements, and purpose.<\/p>\n<p>For better understanding, let\u2019s take an example.<\/p>\n<p>Suppose Nancy is the sales manager of a pharma company and manages the two territories. Both territories have multiple states.<\/p>\n<p>1. South Region States: With Colorado, Texas, Oklahoma<\/p>\n<p>2. West Region States: With California, Washington, Nevada<\/p>\n<p>Paul and Sara are the Medical Representatives who are in Nancy\u2019s sales team and supply the health immunity medicines and devices to the appointed pharmacies and hospitals.<\/p>\n<p>Nancy assigns the \u201cSouth Region States\u201d to Sara and the \u201cWest Region States\u201d to Paul. After analyzing, Nancy found that there are more inquiries coming from Nevada which lies in the \u201cWest Region States\u201d, and eventually Paul has to cover them, adding more burden to him. So, Nancy decided to add Nevada with the \u201cSouth Region States\u201d in Sara\u2019s territory.<\/p>\n<p>This will balance both territories and also equalize opportunities and work.<\/p>\n<p>Let\u2019s see how Nancy can reassign or add more area to an existing territory.<\/p>\n<p>In case you are just starting out: a blog on <a href=\"https:\/\/www.appjetty.com\/blog\/create-assign-reassign-sales-territories-dynamics-crm\/\">how to create and assign territories in a Dynamics CRM Map integration<\/a>.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_1_Navigate_to_MappyField_365\"><\/span>Step 1: Navigate to MappyField 365<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>After logging into Dynamics 365, click on \u201cMappyField 365\u201d from the Dynamics 365 apps dashboard.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/08\/logging-into-Dynamics-365.png\" alt=\"logging into Dynamics 365\" \/><\/center><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_2_Navigate_to_the_%E2%80%9CTerritory_Management%E2%80%9D\"><\/span>Step 2: Navigate to the \u201cTerritory Management\u201d<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Click on \u201cTerritory Management\u201d from the MappyField 365 navigation panel.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/08\/Territory-Management.png\" alt=\"Territory Management\" \/><\/center><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_3_Search_and_Manage_Territory\"><\/span>Step 3: Search and Manage Territory<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Search and plot the existing territory on the map. Select the \u2018By Territory\u2019 option and select the required territory from the list.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/08\/SelectTerritory.png\" alt=\"SelectTerritory\" \/><\/center>Both territories the \u201cSouth Region States\u201d and the \u201cWest Region States\u201d are selected. Now, by clicking on the Plot button, both the territories will appear on the map.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/08\/South-Region-States.png\" alt=\"South Region States\" \/><\/center><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Step_4_Reassign_the_Territory\"><\/span>Step 4: Reassign the Territory<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>First, enable the selection option from the selection tool and then click on the geography (state). In this case, you want to move the \u2018Nevada\u2019 state to the territory of the \u201cSouth Region States\u201d.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/08\/Reassign-the-Territory.png\" alt=\"Reassign the Territory\" \/><\/center>So by right-clicking on\u201cNevada\u201d, the two options Copy To and Move To will appear.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/08\/Nevada.png\" alt=\"Nevada\" \/><\/center>Now, by clicking on the Move to, a popup will appear with two options: \u201cMove to existing territory\u201d or \u201cCreate new territory\u201d.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/08\/Move-to-existing-territory.png\" alt=\"Move to existing territory\" \/><\/center>Select the \u2018Move to existing territory\u2019 and then select the territory from the dropdown list. By clicking on the Save button, \u201cNevada\u201d state will be moved to the territory of the \u201cSouth Region State\u201d, reducing inquiries for Paul and balancing both the territories.<\/p>\n<p><center><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/08\/Save-button-Nevada.png\" alt=\"Save button Nevada\" \/><\/center>Similarly, you can also copy geography\/territory from one territory to another in case you want 2-3 of your reps in a single state or geographic region.<\/p>\n<p>In this way, with the help of the Copy\/Move option in Mappyfield, you can balance a load of activities by reassigning or adding the territory to improve the efficiency of your sales team.<\/p>\n<p><em>All product and company names are trademarks\u2122, registered\u00ae or copyright\u00a9 trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.<\/em><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Territory management is hard. Definitely. Sometimes even when you are following best practices for territory management, there are times when territories overlap or are double assigned or even not mapped out properly or not evenly distributed. So, to help you correct some of these wrongs, we are going to demonstrate how to reassign or realign&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/how-to-reassign-add-area-to-existing-territory-in-dynamics-365\/\">Continue reading <span class=\"screen-reader-text\">How to Reassign or Add More Area to Existing Territories in Dynamics 365?<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":3852,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"Use Azure Maps to expand existing Dynamics territories efficiently","_yoast_wpseo_metadesc":"","_yoast_wpseo_opengraph-title":"","_yoast_wpseo_opengraph-description":"","_yoast_wpseo_opengraph-image":"","_yoast_wpseo_twitter-title":"","_yoast_wpseo_twitter-description":"","_yoast_wpseo_twitter-image":"","inline_featured_image":false,"footnotes":""},"categories":[74],"tags":[],"class_list":["post-3846","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mappyfield-365","entry"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Use Azure Maps to expand existing Dynamics territories efficiently<\/title>\n<meta name=\"description\" content=\"Territory management is hard. 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Sometimes even when you are following best practices for territory management, there are times when territories\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.appjetty.com\/blog\/how-to-reassign-add-area-to-existing-territory-in-dynamics-365\/\" \/>\n<meta property=\"og:site_name\" content=\"AppJetty\" \/>\n<meta property=\"article:published_time\" content=\"2021-08-30T05:46:26+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-11-29T17:11:13+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/08\/05-08-2020.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1904\" \/>\n\t<meta property=\"og:image:height\" content=\"406\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Amit Shah\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Amit Shah\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"5 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.appjetty.com\/blog\/how-to-reassign-add-area-to-existing-territory-in-dynamics-365\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.appjetty.com\/blog\/how-to-reassign-add-area-to-existing-territory-in-dynamics-365\/\"},\"author\":{\"name\":\"Amit Shah\",\"@id\":\"https:\/\/www.appjetty.com\/blog\/#\/schema\/person\/d964308bc60c7fa2c426895ea8e46fb5\"},\"headline\":\"How to Reassign or Add More Area to Existing Territories in Dynamics 365?\",\"datePublished\":\"2021-08-30T05:46:26+00:00\",\"dateModified\":\"2025-11-29T17:11:13+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.appjetty.com\/blog\/how-to-reassign-add-area-to-existing-territory-in-dynamics-365\/\"},\"wordCount\":573,\"publisher\":{\"@id\":\"https:\/\/www.appjetty.com\/blog\/#organization\"},\"image\":{\"@id\":\"https:\/\/www.appjetty.com\/blog\/how-to-reassign-add-area-to-existing-territory-in-dynamics-365\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/08\/05-08-2020.jpg\",\"articleSection\":[\"MappyField 365\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.appjetty.com\/blog\/how-to-reassign-add-area-to-existing-territory-in-dynamics-365\/\",\"url\":\"https:\/\/www.appjetty.com\/blog\/how-to-reassign-add-area-to-existing-territory-in-dynamics-365\/\",\"name\":\"Use Azure Maps to expand existing Dynamics territories efficiently\",\"isPartOf\":{\"@id\":\"https:\/\/www.appjetty.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.appjetty.com\/blog\/how-to-reassign-add-area-to-existing-territory-in-dynamics-365\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.appjetty.com\/blog\/how-to-reassign-add-area-to-existing-territory-in-dynamics-365\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2020\/08\/05-08-2020.jpg\",\"datePublished\":\"2021-08-30T05:46:26+00:00\",\"dateModified\":\"2025-11-29T17:11:13+00:00\",\"description\":\"Territory management is hard. 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