{"id":7656,"date":"2022-11-29T15:46:18","date_gmt":"2022-11-29T10:16:18","guid":{"rendered":"https:\/\/www.appjetty.com\/blog\/?p=7656"},"modified":"2024-12-13T14:27:44","modified_gmt":"2024-12-13T08:57:44","slug":"define-geographies-territories","status":"publish","type":"post","link":"https:\/\/www.appjetty.com\/blog\/define-geographies-territories\/","title":{"rendered":"How to Define Geographies for Existing Territories from CRM"},"content":{"rendered":"<div style=\"text-align:justify;\">\n<p><a href=\"https:\/\/www.appjetty.com\/dynamics365-mappyfield-365.htm\">Dynamics 365 map<\/a> 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 <b>Advanced Setting<\/b>.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/11\/Geographies-for-Existing-Territories-from-CRM-1.png\" alt=\"Geographies for Existing Territories from CRM-1\"><\/p>\n<p><b>Step 1:<\/b> After navigating to the Advance Settings, you will see the <b>Sales Territory<\/b> option in the <b>Business Management Setting<\/b>.<\/p>\n<p>You can manage territories and their geography from the <b>Sales Territory<\/b> setting.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/11\/Geographies-for-Existing-Territories-from-CRM-2.png\" alt=\"Geographies for Existing Territories from CRM-2\"><\/p>\n<p><b>Step 2:<\/b> After clicking on the sales territory, you will get the list of <b>All Territories<\/b>. You can also create new territories and their geography by clicking on a <b>New<\/b> button.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/11\/Geographies-for-Existing-Territories-from-CRM-3.png\" alt=\"Geographies for Existing Territories from CRM-3\"><\/p>\n<p><b>Step 3:<\/b> After clicking on the <b>New<\/b> button, you can add a new territory and its geography.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/11\/Geographies-for-Existing-Territories-from-CRM-4.png\" alt=\"Geographies for Existing Territories from CRM-4\"><\/p>\n<p><b>Step 4:<\/b> Enter the <b>Territory Name<\/b> and Save the territory. Once you create a new territory, then you can define the geography of that territory.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/11\/Geographies-for-Existing-Territories-from-CRM-5.png\" alt=\"Geographies for Existing Territories from CRM-5\"><\/p>\n<p><b>Step 5:<\/b> By clicking on the <b>Define Geography<\/b> tab, you can define Region for that territory. Click on <b>Territory Management<\/b> and then plot the area by clicking on the <b>Plot<\/b> button.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/11\/Geographies-for-Existing-Territories-from-CRM-6.png\" alt=\"Geographies for Existing Territories from CRM-6\"><\/p>\n<p><b>Step 6:<\/b> After the territory is plotted, click on the <b>Hand<\/b> icon, select the plotted area and click on create a <b>New Geography<\/b> option.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/11\/Geographies-for-Existing-Territories-from-CRM-7.png\" alt=\"Geographies for Existing Territories from CRM-7\"><\/p>\n<p><b>Step 7:<\/b> 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 <b>MappyField 365<\/b> for plotting data.<\/p>\n<p><img decoding=\"async\" src=\"https:\/\/www.appjetty.com\/blog\/wp-content\/uploads\/2022\/11\/Geographies-for-Existing-Territories-from-CRM-8.png\" alt=\"Geographies for Existing Territories from CRM-8\"><br \/>\n&nbsp;<br \/>\n<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>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>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. Step 1: After navigating to the Advance Settings, you will see the Sales Territory option in the Business Management Setting.&hellip; <a class=\"more-link\" href=\"https:\/\/www.appjetty.com\/blog\/define-geographies-territories\/\">Continue reading <span class=\"screen-reader-text\">How to Define Geographies for Existing Territories from CRM<\/span><\/a><\/p>\n","protected":false},"author":4,"featured_media":7657,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_yoast_wpseo_title":"","_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-7656","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>How to Define Geographies for Existing Territories from CRM - AppJetty<\/title>\n<meta name=\"description\" content=\"Dynamics 365 map gives you an easy way to define geographies from your CRM. 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