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

1. Create, Assign and Re-assign Sales Territories in Dynamics CRM 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 achievethem. 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 CRM365. 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:

2. Step 1: Creating a Sales Territory and assigning a sales manager NavigatetoSettings→BusinessManagement →SalesTerritories. - 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 + Newbutton.

3. - 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. • Effective Territory Management with Dynamics Map Integration • After inserting all the details, click on the Savebutton. • Created Territory can be seen in the list ofTerritories. • Now, you need to select the Territory to the Accounts for targetedactivities. • Step 2: Assigning Territory to anAccount • 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.

4. - Select the relevant Territory and savechanges.

5. In this way, you can create a new Territory and assign the same to a Manager and anaccount. 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 aswell. 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 mapextension. With Dynamics CRM map integration, 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 yourneeds. Now, let’s see how to create, assign, and manage territories in the QuickMaps. Step 1: Import the package of Quick Maps and installit. Step 2: Navigating to Quick Maps AppJetty -> TerritoryManagement

6. Step 3: Creating Territories from QuickMaps. • 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.

7. Territories can be created and managed by following four ways in Quick Maps: • By Region, By Drawing, By Territory, ByFile • - 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 selectedoptions.

8. - 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. - 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 existedterritory.

9. - 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. Step 4: Create, assign, and merge SalesTerritories - Click on icon from the top right side corner to select the drawnshape.

10. Once the shape is selected, the color of the shape will bechanged. • Right-click on a selected shape and click on the “Create New Territory” button. - 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 tothem.

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

12. - By clicking on the Save button, the new sales territory will becreated.

13. Step 5: For a consolidated view of territories on the Map, navigate toAppJetty →Map. Step 6: After selecting the required data like ‘Entity’, Territory Search option, and the ‘Territories’, click on the Search button to get the map view of your territories.

14. Ready to smartly manage your territories with Dynamics CRM Map Integration? Original Blog: https://www.appjetty.com/blog/create-assign-reassign-sales-territories-dynam ics-crm