locked
Territory Management RRS feed

  • General discussion

  • Hi All,

    I'm looking to implement hierarchical territory in Dynamics CRM. However, I find that there is no in build relationship in CRM to define Parent-Child territory. This is possible by creating a relationship in Territory entity but I'm exploring here, Are there any other ways people are managing territories in Dynamics CRM? 

    Below is example of Hierarchical Territory:

    Territory

    In above image, USA is divided in two territories (East & West Zone), which are further divided by respective states and states include respective counties. 

    If a record is created in 'Staten Island' then it should also come under parent territory. For Ex., I want to know all the records in USA then Staten Island records must also come in there. 

    Regards,

    Surya


    • Edited by Surya2193 Friday, September 2, 2016 1:41 PM
    Thursday, September 1, 2016 1:03 PM