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Territory Management Feature in CRM v2011 RRS feed

  • Question

  • Hello Community,

    Share some info how we can achieve Territory management in CRM v2011.

    In case of CRM v4.0, we used to do some customizations between lead, account, contact and create workflows to achieve this. Same can be applicable for CRM v2011 as well.

    But want to confirm, is CRM v2011 provides new feature to achieve this ?

    Thanks

    Wednesday, January 18, 2012 7:28 AM

Answers

  • Hi,

    In CRM 2011 there is an entity called Sales Territories which you can see under Settings > Business Management. and this has a relationship with Account entity as out of box, not with lead or contact. i guess  you can easily add a look up attribute and choose Territory into lead or contact entity which will create a N:1 relationship automatically.

    Now your term Territory management could be anything based on your business process which may vary customer to customer. any way CRM 2011 allows similar or in-fact more level of customization of entities. so you achieve the same in CRM 2011.

    If you want know something specific then please be more clear about question and the forum members will be able reply with best or possible answers.


    Thomas T(MCBMSS) If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Thomas Thankachan Wednesday, January 18, 2012 12:51 PM
    • Marked as answer by Kanhu Wednesday, January 18, 2012 4:54 PM
    Wednesday, January 18, 2012 12:50 PM

All replies

  • Hi

    Your requirnment is related with Customization, and I think, there is no significant difference between Entity model in CRM 2011

    For your scenerio there are 2 new things has been added which is Dialog workflow and Connection, Dialog workflow will allow user to input some value during workflow execution.

    you might want to explore Connection

     

    Connections:

    In previous versions, Microsoft Dynamics CRM users had the ability to make loosely coupled connections between accounts, contacts, and opportunities. While this provided a level of value, users were limited only to these three entities. In Microsoft Dynamics CRM 2011, users now have the ability to make their own connections between entities. While users will still have the ability to use the relationship functionality between accounts, contacts, and opportunities, use will be deprecated moving forward. For more information, seeConnection Entities.

     

    However I think, for you best option is you can migrate same solution to CRM 2011 which will  be easiest and fastest solution.

     

    Following are the links for what's new in CRM 2011

    http://blogs.msdn.com/b/crm/archive/2011/04/11/what-s-new-in-microsoft-dynamics-crm-2011.aspx

    http://niiranen.eu/crm/2010/10/dynamics-crm-2011-walkthrough-new-features-in-74-slides/

    http://exploringxrm.wordpress.com/2011/09/08/dynamics-crm-2011-technical-presentation/

     

     

     


    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer". Many Thanks -Bhautik Desai xRM Technologies
    Wednesday, January 18, 2012 10:24 AM
  • Hello Bhautik,

    Thanks for your time.

    My question is specific to the"Territory management" in CRM v2011. Does CRM v2011 provide any thing to do "Territory management" out-of-box or we have to do customizations like we used to do in earlier versions.

    Thanks

    Wednesday, January 18, 2012 11:21 AM
  • Hi,

    In CRM 2011 there is an entity called Sales Territories which you can see under Settings > Business Management. and this has a relationship with Account entity as out of box, not with lead or contact. i guess  you can easily add a look up attribute and choose Territory into lead or contact entity which will create a N:1 relationship automatically.

    Now your term Territory management could be anything based on your business process which may vary customer to customer. any way CRM 2011 allows similar or in-fact more level of customization of entities. so you achieve the same in CRM 2011.

    If you want know something specific then please be more clear about question and the forum members will be able reply with best or possible answers.


    Thomas T(MCBMSS) If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Thomas Thankachan Wednesday, January 18, 2012 12:51 PM
    • Marked as answer by Kanhu Wednesday, January 18, 2012 4:54 PM
    Wednesday, January 18, 2012 12:50 PM