{"id":18125,"date":"2021-05-27T10:20:53","date_gmt":"2021-05-27T10:20:53","guid":{"rendered":"https:\/\/maplytics.com\/blog\/?p=18125"},"modified":"2021-10-28T14:14:05","modified_gmt":"2021-10-28T08:44:05","slug":"assign-territories-within-dynamics-365-crm-by-setting-your-own-rules-and-conditions-as-per-your-business-needs","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/assign-territories-within-dynamics-365-crm-by-setting-your-own-rules-and-conditions-as-per-your-business-needs\/","title":{"rendered":"Assign Territories within Dynamics 365 CRM by setting your own Rules and Conditions as per your business needs!"},"content":{"rendered":"
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Maplytics has been helping the businesses around the globe to create sales territories in MS Dynamics 365. Day by day we are enhancing features of your favorite Maps integration app within Dynamics 365 CRM \/ Dataverse (PowerApps) with regular updates and releases to increase the productivity and efficiency of Maplytics users. Recently, you saw Maplytics May 2021 release<\/a>. In this release, we have brought major updates for Dynamics 365 Territory Management<\/a> to make it more powerful and effective along with multiple new features.<\/p>\n

In this blog, we are showcasing the new May 21 release feature i.e. Territory Assignment Rule to handle exception cases. To facilitate ease of managing territory in Dynamics 365, we considered another use case where some records are in a specific criteria and a user wants to assign territory and owner specific to only those records which satisfy the said criteria. We are achieving this use case by creating the Territory Assignment Rule.<\/p>\n

Let\u2019s see how to create Territory Assignment Rule in Maplytics. For enabling Territory Assignment Rule, you need to check the \u201cEnable Territory Assignment Rule\u201d checkbox. To do that, follow the steps shown below:<\/p>\n

Maplytics App > Settings > Maplytics Configuration Details >Default Configuration Record>Advanced Settings>Configure Option>Check Territory Assignment Rule<\/em><\/strong><\/p>\n

\"Assign<\/a><\/p>\n

Once you enable the Territory Assignment Rule feature, Territory Assignment Rule tab will be visible in the Entity Map record from where you can create Assignment rules for the Entity. Follow the steps shown below:<\/p>\n

Maplytics App > Settings > Entity map > Entity Map>Account>Territory Assignment Rule Tab>New Maplytics Assignment Rule<\/em><\/strong><\/p>\n

\"Assign<\/a><\/strong><\/p>\n

Note: <\/strong>The user should be in the Territory \u00a0Management team and have a Territory \u00a0Management license.<\/strong><\/p>\n

In the below screenshot you can see we have created \u2018Assignment Rule 1 \u2013 Industry = Accounting\u2019 where we want to assign \u201cSam A\u201d<\/strong> owner and \u201cNew York\u201d<\/strong> territory to those account records that have Industry as Accounting<\/strong>. For the given criteria, we have selected \u201cAdvanced<\/strong>\u201d as Query Mode. Next, fill the FetchXML which satisfies the criteria. And also, Priority of the Rule is set as \u201c1<\/strong>\u201d.<\/p>\n

\"Assign<\/a><\/strong><\/p>\n

Assign Owner:<\/strong> Select the user who should be assigned as the owner to the records.<\/p>\n

Assign Territory:<\/strong> Select territory which should be assigned to the records. If users want to assign only the owner to the records, they can leave this blank.<\/p>\n

\u00a0Location Agnostic:<\/strong> This option will be visible only when a territory is selected in the Assign Territory field. It will be deselected by default and will have an effect on the assignment of the territories and owners as explained below:<\/p>\n