{"id":2789,"date":"2016-10-27T10:00:14","date_gmt":"2016-10-27T10:00:14","guid":{"rendered":"http:\/\/www.maplytics.com\/?p=2789"},"modified":"2016-10-27T10:00:14","modified_gmt":"2016-10-27T10:00:14","slug":"defining-geographic-regions-sales-territory-dynamics-crm","status":"publish","type":"post","link":"https:\/\/www.maplytics.com\/blog\/defining-geographic-regions-sales-territory-dynamics-crm\/","title":{"rendered":"Define Geographic Regions for Sales Territory in Dynamics CRM"},"content":{"rendered":"<p style=\"text-align: justify;\">Since we have been using Dynamics CRM, it has always had Territories. However, the Territory feature has been very limited. It only provides a way to name a Territory but there was no other business logic around that which could help with true Territory Management features that organizations desire.<\/p>\n<p style=\"text-align: justify;\">With Maplytics&#x2122; our flagship solution for Dynamics 365 (Dynamics CRM) that provides data visualizations on Bing Maps we have tried to bridge this gap. It has been our aim to extend the existing Territory feature native to the product and build upon it.<\/p>\n<p style=\"text-align: justify;\">Through Maplytics you can now define the geographic regions that are being covered under a territory. You can define the geographies either by providing a list of zip codes that the territory covers or it might just be a city or a state that you categorize a territory as. If you have a bespoke region and would prefer to just draw that on the map to define it, we have a tool to help you do just that!<\/p>\n<h3 style=\"text-align: justify;\"><strong>Defining Territories<\/strong><strong>\u00a0<\/strong><\/h3>\n<p style=\"text-align: justify;\">Let us walk through the steps to define a geography for a territory using Maplytics <a href=\"http:\/\/www.maplytics.com\/features\/territory-management-made-easy-dynamics-365crm\/\" target=\"_blank\" rel=\"noopener noreferrer\">territory management<\/a> feature.<\/p>\n<ol style=\"text-align: justify;\">\n<li>Navigate to <em><strong>Settings \u2192\u00a0Business Management \u2192\u00a0Sales Territories<\/strong><\/em> to add a new Territory<\/li>\n<\/ol>\n<ol style=\"text-align: justify;\" start=\"2\">\n<li>Fill in the necessary information:\n<ol>\n<li><strong>Territory Name:<\/strong> Name your territory.<\/li>\n<li><strong>Manager:<\/strong> Territory Manager.<img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-2791\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2016\/10\/Maplytics-Territory-Managment-1.png\" alt=\"maplytics-territory-managment\" width=\"626\" height=\"415\" \/><\/li>\n<\/ol>\n<\/li>\n<\/ol>\n<ol style=\"text-align: justify;\" start=\"3\">\n<li>Once the territory has been saved. You will now find the option to define the geographies for the territory. In this example, we are going to add 10302, 10310, 10314 postal code to \u2018West \u2013 Zone\u2019 territory.<\/li>\n<\/ol>\n<ol style=\"text-align: justify;\" start=\"4\">\n<li>Click on Geography option from the left side panel and \u2018Add New Geography\u2019. The user can add multiple regions to a particular territory.<\/li>\n<\/ol>\n<p style=\"padding-left: 30px;\">Fill in the Name of Geography and then in the Map that\u2019s shown in the section below enter the postal codes that this territory would cover and click Plot Region to see the region defined on the map as shown in the below screenshot;<\/p>\n<p style=\"padding-left: 30px;\"><img decoding=\"async\" class=\"size-full wp-image-6030 aligncenter\" src=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2016\/10\/Define-Geographic-Regions-for-Sales-Territory-in-Dynamics-CRM.jpg\" alt=\"Define Geographic Regions for Sales Territory in Dynamics CRM\" width=\"661\" height=\"372\" \/><\/p>\n<p style=\"padding-left: 30px;\"><em><strong>Note: In the second field, the user can also enter the City, State, Country to accurately plot the geographies.<\/strong><\/em><\/p>\n<ol style=\"text-align: justify;\" start=\"5\">\n<li>Alternatively, you can also use the Drawing tools provided to draw the region on the map as seen in the screenshot below;<img decoding=\"async\" class=\"size-full wp-image-4220 aligncenter\" src=\"http:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2016\/10\/territory-1.png\" alt=\"territory\" width=\"625\" height=\"356\" \/><\/li>\n<\/ol>\n<ol style=\"text-align: justify;\" start=\"6\">\n<li>Once you are satisfied with the region covered in the map you can click on save to associate this region boundaries with the territory.<\/li>\n<\/ol>\n<h3><strong>Conclusion:<\/strong><\/h3>\n<p style=\"text-align: justify;\">Once the region covered by the territories has been defined, it will be used for auto-assigning of account records to the appropriate territory based on the address provided on them. We will discuss more on this in the next blog to follow. Stay tuned!<\/p>\n<p>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>With Maplytics you can now define the geographic regions that are being covered under a territory. You can define the geographies either by providing a list of zip codes that the territory&#8230;<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[49],"tags":[54,55,56],"class_list":["post-2789","post","type-post","status-publish","format-standard","hentry","category-features","tag-manage-territory-microsoft-dynamics-crm","tag-microsoft-dynamics-crm-sales-territory","tag-territory-management-dynamics-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Define Geographic Regions for Sales Territory in Dynamics CRM<\/title>\n<meta name=\"description\" content=\"With Maplytics you can now define the geographic regions that are being covered under a sales territory in Dynamics CRM. You can define the geographies...\" \/>\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\/defining-geographic-regions-sales-territory-dynamics-crm\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Define Geographic Regions for Sales Territory in Dynamics CRM\" \/>\n<meta property=\"og:description\" content=\"With Maplytics you can now define the geographic regions that are being covered under a sales territory in Dynamics CRM. You can define the geographies...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.maplytics.com\/blog\/defining-geographic-regions-sales-territory-dynamics-crm\/\" \/>\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=\"2016-10-27T10:00:14+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.maplytics.com\/blog\/wp-content\/uploads\/2022\/08\/maplytics-logo.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1500\" \/>\n\t<meta property=\"og:image:height\" content=\"498\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\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=\"2 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\\\/defining-geographic-regions-sales-territory-dynamics-crm\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/defining-geographic-regions-sales-territory-dynamics-crm\\\/\"},\"author\":{\"name\":\"Sam Kumar\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#\\\/schema\\\/person\\\/93d9b89f55d88765117b16aa29057b51\"},\"headline\":\"Define Geographic Regions for Sales Territory in Dynamics CRM\",\"datePublished\":\"2016-10-27T10:00:14+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/defining-geographic-regions-sales-territory-dynamics-crm\\\/\"},\"wordCount\":436,\"commentCount\":0,\"publisher\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/defining-geographic-regions-sales-territory-dynamics-crm\\\/#primaryimage\"},\"thumbnailUrl\":\"http:\\\/\\\/www.maplytics.com\\\/blog\\\/wp-content\\\/uploads\\\/2016\\\/10\\\/Maplytics-Territory-Managment-1.png\",\"keywords\":[\"Manage Territory Microsoft Dynamics CRM\",\"Microsoft Dynamics CRM Sales Territory\",\"Territory Management Dynamics CRM\"],\"articleSection\":[\"Features\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/defining-geographic-regions-sales-territory-dynamics-crm\\\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/defining-geographic-regions-sales-territory-dynamics-crm\\\/\",\"url\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/defining-geographic-regions-sales-territory-dynamics-crm\\\/\",\"name\":\"Define Geographic Regions for Sales Territory in Dynamics CRM\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/defining-geographic-regions-sales-territory-dynamics-crm\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.maplytics.com\\\/blog\\\/defining-geographic-regions-sales-territory-dynamics-crm\\\/#primaryimage\"},\"thumbnailUrl\":\"http:\\\/\\\/www.maplytics.com\\\/blog\\\/wp-content\\\/uploads\\\/2016\\\/10\\\/Maplytics-Territory-Managment-1.png\",\"datePublished\":\"2016-10-27T10:00:14+00:00\",\"description\":\"With Maplytics you can now define the geographic regions that are being covered under a sales territory in Dynamics CRM. 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