{"id":17878,"date":"2021-02-19T13:12:29","date_gmt":"2021-02-19T13:12:29","guid":{"rendered":"https:\/\/maplytics.com\/blog\/?p=17878"},"modified":"2021-02-25T12:42:08","modified_gmt":"2021-02-25T12:42:08","slug":"territory-management-within-dynamics-365-crm-power-apps-gets-more-flexible-balance-workload-of-your-field-sales-and-service-reps","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/territory-management-within-dynamics-365-crm-power-apps-gets-more-flexible-balance-workload-of-your-field-sales-and-service-reps\/","title":{"rendered":"Territory Management within Dynamics 365 CRM\/Power Apps gets more flexible \u2013 Draft Territories and Balance workload of your field sales and service reps!"},"content":{"rendered":"<div class=\"wpb-content-wrapper\">[vc_row][vc_column][vc_column_text]\n<p style=\"text-align: justify;\">Handling a large field sales or service team that caters to a widespread geographical area means managers have to spend a large time organizing, managing, and distributing the workload among their team. While this is an everyday task they have on their to-do list, when the days are especially busy, management can soon get out of hand. This is where <a href=\"https:\/\/docs.maplytics.com\/features\/territory-management\" target=\"_blank\" rel=\"noopener noreferrer\">Territory Management<\/a> within Maplytics comes in as the perfect handy solution.<\/p>\n<p style=\"text-align: justify;\">Territory Management helps in distributing the workload among the team to get the most productivity out of their field teams. This is done with <a href=\"https:\/\/docs.maplytics.com\/features\/territory-management\/auto-territory-creation\" target=\"_blank\" rel=\"noopener noreferrer\">Auto creation of Territories<\/a> using a balanced distribution of records. One can plot the records they need to distribute among the field reps and it will automatically count and distribute the records to create the required number of balanced territories.<\/p>\n<p style=\"text-align: justify;\">While Maplytics has the option for automation for creating balanced territories, many organizations also have internal territory creation workflows that include taking suggestions and approvals from seniors before finalizing and creating the territories into the CRM. Keeping such scenarios into perspective, the territories need to be available in a temporary form to enable ad hoc changes from upper management. This is a solution that is offered within Maplytics using the feature of \u2018<a href=\"https:\/\/docs.maplytics.com\/features\/territory-management\/draft-territories\" target=\"_blank\" rel=\"noopener noreferrer\">Draft territories<\/a>\u2019. Here, users can start creating the territories and save their territories as a draft while it goes for approval. This allows them to switch to other tasks and then return to their drafted territory to rework on the same. Once it\u2019s approved, the territories can be created into CRM as final territories.<\/p>\n<p style=\"text-align: justify;\">Let\u2019s understand this with a use case. Adam is the sales manager of a chain of restaurants called \u2018Colossal spice\u2019. He manages the store supervisors who handle their assigned restaurants. As some new restaurants have been opened, he has to create territories for his store managers to handle. He plots the restaurants on the map along with the excel sheet with the postal codes within the area. He selects the regions using the alignment tool and right clicks to create multiple territories. He enters 3 as the count so as to get 3 balanced territories to be created.<\/p>\n[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_single_image image=&#8221;17879&#8243; img_size=&#8221;full&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\n<p style=\"text-align: justify;\">The Territory Management auto-calculates the count of the restaurants plotted on the map and distributes it in a balanced manner to get 3 balanced territories.<\/p>\n[\/vc_column_text][vc_single_image image=&#8221;17880&#8243; img_size=&#8221;full&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\n<p style=\"text-align: justify;\">Once the territories are ready Adam needs to take an approval from her senior manager Stacy for the same. He saves these territories as a draft to let Stacy the territories for approval. To do so, he clicks on the \u2018Actions\u2019 within the Territory list and clicks on \u2018Save\u2019.<\/p>\n[\/vc_column_text][vc_single_image image=&#8221;17881&#8243; img_size=&#8221;full&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\n<p style=\"text-align: justify;\">This will allow him to give a name and save it as a draft territory within the CRM.<\/p>\n[\/vc_column_text][vc_single_image image=&#8221;17882&#8243; img_size=&#8221;full&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\n<p style=\"text-align: justify;\">Once the draft is saved, he informs Stacy about the same. She can open the Draft territory using the option \u2018By Territory\u2019. This will plot the draft territory saved by Adam.<\/p>\n[\/vc_column_text][vc_single_image image=&#8221;17883&#8243; img_size=&#8221;full&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\n<p style=\"text-align: justify;\">Once the draft territory is plotted, Stacy can check if the territories are good enough. Stacy thinks the store supervisors might be a bit overloaded if three territories are created, so she thinks to realign the territories to 4 instead. She clicks on the Action to choose the option of Realign and enters 4 to get the balanced territories. Now that she is convinced he can go to actions and click on \u2018create\u2019 to create these territories into the CRM. Once the territories are created into the CRM, it will also ask if she wants to assign those territories to the records. She confirms it and the territories get automatically assigned to the respective records.<\/p>\n[\/vc_column_text][vc_single_image image=&#8221;17884&#8243; img_size=&#8221;full&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]\n<p class=\"MsoNormal\" style=\"text-align: justify;\"><span lang=\"EN-GB\" style=\"mso-no-proof: yes;\">This makes the whole process automated and avoids any loss of efforts made on the territory management. A user can create a required number of balanced territories automatically and also save the territories as a draft if needed to work again.<\/span><\/p>\n<p class=\"MsoNormal\" style=\"text-align: justify;\"><span lang=\"EN-GB\" style=\"mso-no-proof: yes;\">This was a quick look into the efficient working and convenience possible with Maplytics. You can do much more like <\/span><span lang=\"EN-GB\"><a href=\"https:\/\/docs.maplytics.com\/features\/territory-management\/territory-alignment-tool\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"mso-no-proof: yes;\">align territories<\/span><\/a><span style=\"mso-no-proof: yes;\">, <\/span><a href=\"https:\/\/docs.maplytics.com\/features\/territory-management\/alignment-of-existing-territories\/copy-to\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"mso-no-proof: yes;\">copy<\/span><\/a><span style=\"mso-no-proof: yes;\"> or <\/span><a href=\"https:\/\/docs.maplytics.com\/features\/territory-management\/alignment-of-existing-territories\/move-to\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"mso-no-proof: yes;\">move<\/span><\/a><span style=\"mso-no-proof: yes;\"> territories, as well as <\/span><a href=\"https:\/\/docs.maplytics.com\/features\/territory-management\" target=\"_blank\" rel=\"noopener noreferrer\"><span lang=\"EN-AU\" style=\"mso-ansi-language: EN-AU;\">search <\/span>existing territories<\/a> on the map<span style=\"mso-no-proof: yes;\">. It\u2019s eay to get started, you can get a free trial from <\/span><a href=\"https:\/\/www.maplytics.com\/maplytics-dynamics-maps-apps-trial\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"mso-no-proof: yes;\">our website<\/span><\/a><span style=\"mso-no-proof: yes;\"> or <\/span><a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.f6f3c73f-29de-4fa8-a396-87ea8a07b6c4?tab=Overview\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"mso-no-proof: yes;\">Microsoft Appsource<\/span><\/a><span style=\"mso-no-proof: yes;\"> (do notice our earned Preferred Solution badge) to test Territory management for your organization using Maplytics. For more specific use cases, contact <\/span><a href=\"mailto:crm@inogic.com\" target=\"_blank\" rel=\"noopener noreferrer\"><span style=\"mso-no-proof: yes;\">crm@inogic.com<\/span><\/a><span style=\"mso-no-proof: yes;\"> to get a free demo of Maplytics features based on your mapping requirements.<span style=\"mso-spacerun: yes;\">\u00a0 <\/span><\/span><\/span><span lang=\"EN-AU\" style=\"mso-ansi-language: EN-AU;\">\u00a0<\/span><\/p>\n<p class=\"MsoNormal\"><span lang=\"EN-GB\">Until next time \u2013be safe and conquer your territories!<\/span><\/p>\n[\/vc_column_text][\/vc_column][\/vc_row]\n<\/div>","protected":false},"excerpt":{"rendered":"<p>[vc_row][vc_column][vc_column_text] Handling a large field sales or service team that caters to a widespread geographical area means managers have to spend a large time organizing, managing, and distributing the workload among their team. While this is an everyday task they have on their to-do list, when the days are especially busy, management can soon get [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":17890,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[49],"tags":[],"class_list":["post-17878","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-features"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Territory Management within Dynamics 365 CRM\/Power Apps gets more flexible \u2013 Draft Territories and Balance workload of your field sales and service reps! - Blog | Maplytics<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.maplytics.com\/blog\/territory-management-within-dynamics-365-crm-power-apps-gets-more-flexible-balance-workload-of-your-field-sales-and-service-reps\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Territory Management within Dynamics 365 CRM\/Power Apps gets more flexible \u2013 Draft Territories and Balance workload of your field sales and service reps! - Blog | Maplytics\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text] Handling a large field sales or service team that caters to a widespread geographical area means managers have to spend a large time organizing, managing, and distributing the workload among their team. While this is an everyday task they have on their to-do list, when the days are especially busy, management can soon get [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.maplytics.com\/blog\/territory-management-within-dynamics-365-crm-power-apps-gets-more-flexible-balance-workload-of-your-field-sales-and-service-reps\/\" \/>\n<meta property=\"og:site_name\" content=\"Blog | Maplytics\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/maplytics\/\" \/>\n<meta property=\"article:author\" content=\"https:\/\/www.linkedin.com\/in\/inogic\/\" \/>\n<meta property=\"article:published_time\" content=\"2021-02-19T13:12:29+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2021-02-25T12:42:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2021\/02\/Draft-Territories-and-Balance-workload-of-your-field-sales-and-service-reps.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"700\" \/>\n\t<meta property=\"og:image:height\" content=\"400\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Sam Kumar\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@maplytics\" \/>\n<meta name=\"twitter:site\" content=\"@maplytics\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Sam Kumar\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"4 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":[\"Article\",\"BlogPosting\"],\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/territory-management-within-dynamics-365-crm-power-apps-gets-more-flexible-balance-workload-of-your-field-sales-and-service-reps\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/territory-management-within-dynamics-365-crm-power-apps-gets-more-flexible-balance-workload-of-your-field-sales-and-service-reps\\\/\"},\"author\":{\"name\":\"Sam Kumar\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#\\\/schema\\\/person\\\/93d9b89f55d88765117b16aa29057b51\"},\"headline\":\"Territory Management within Dynamics 365 CRM\\\/Power Apps gets more flexible \u2013 Draft Territories and Balance workload of your field sales and service reps!\",\"datePublished\":\"2021-02-19T13:12:29+00:00\",\"dateModified\":\"2021-02-25T12:42:08+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/territory-management-within-dynamics-365-crm-power-apps-gets-more-flexible-balance-workload-of-your-field-sales-and-service-reps\\\/\"},\"wordCount\":905,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/territory-management-within-dynamics-365-crm-power-apps-gets-more-flexible-balance-workload-of-your-field-sales-and-service-reps\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/wp-content\\\/uploads\\\/2021\\\/02\\\/Draft-Territories-and-Balance-workload-of-your-field-sales-and-service-reps.jpg\",\"articleSection\":[\"Features\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/territory-management-within-dynamics-365-crm-power-apps-gets-more-flexible-balance-workload-of-your-field-sales-and-service-reps\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/territory-management-within-dynamics-365-crm-power-apps-gets-more-flexible-balance-workload-of-your-field-sales-and-service-reps\\\/\",\"url\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/territory-management-within-dynamics-365-crm-power-apps-gets-more-flexible-balance-workload-of-your-field-sales-and-service-reps\\\/\",\"name\":\"Territory Management within Dynamics 365 CRM\\\/Power Apps gets more flexible \u2013 Draft Territories and Balance workload of your field sales and service reps! 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