After you are done with Territory Management you can perform further assessment. In case multiple territories are assigned to a record you can choose to enable the feature of multiple territories for this record. You can visualize if there is an entity record that lies in multiple territories. This provides an intersection of business needs and analysis of the record from different territory perspective. Assigning multiple territories to a single record gives impactful analysis of your data plotted on map in a diverse manner. You can extract insights from the locational aspect of your data if it is assigned to multiple territories.
With the help of Multiple Territory you can assign more than 1 territory to a record. This helps your organization by plotting the territory and therefore area head or manager can view their territory and total no of records belonging to the specific territory. The utility of assigning more than one territory to a single record is the ability to visualize the record from different perspectives. This is in alignment with the business needs and empowers the manager to take incredibly powerful decisions.
Multiple territories can be assigned to an Entity record manually or by automation using Batch Processing Tool. Therefore, by using the power of automation you don’t need to assign territories to a record one by one.
Is there any mapping app for Dynamics 365 CRM that supports multiple territories?
With Maplytics, you can enable the feature of Multiple Territories for a Dynamics 365 CRM record. This feature will help you to visualize records which lie in single or multiple territories even if they overlap.
Can I view the list of territories assigned to a record in Dynamics 365 CRM?
Yes, you can view the list of territories assigned to a record in Dynamics 365 CRM. You can add a subgrid in the record form for territories and view all the territories associated with that record.
Can I assign territories to records with a workflow in Dynamics 365?
With Maplytics, you can either run Batch Processing tool or the workflow Inogic.Maplytics.AssignTerritoryWorkflow on the records to assign territories to Dynamics 365 CRM records based on latitude and longitude.
How can I plot the records in a certain territory in CRM?
With Maplytics, after assigning the territories to a Dynamics 365 CRM record you can choose the search option of ‘By territory’ to plot the territories along with the respective records plotted on the Detail map. It works for overlapping territories as well.