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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / D365 Sales How to Sele...
Customer experience | Sales, Customer Insights,...
Suggested Answer

D365 Sales How to Select Multiple Countries/Regions, etc.?

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Posted on by RH 396
I've been trying to modify the CRM D365 Sales. We're trying to find a way to have a dropdown that would have perhaps i.e. EUROPE, then UK, then England, Scotland, Wales, Northern Ireland and perhaps other countries France, Spain kinda like hierarchy structure same with North America to include USA, Canada, etc.

This is all tied to Products in which the OOB (out-of-box) Products table does not directly link to Accounts which is strange. The thing is we have transactional products and also product names (end-product). It appears OOB Products link to Opportunities so I've created a Brands table and a Products Under Brands table in which I'm thinking of linking that to Territories? However I did also notice Territories you can only select one at a time is that true? Would I have to build another table called Regions/Countries to do this model? Then would I have to build a custom report to be able to filter by country, etc.? 
 
One Product would be sold in many different countries.
 
Please let me know your thoughts.
 
Thanks in advance!
Categories:
Dynamics 365 Sales
Microsoft Dynamics CRM
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  • Suggested answer
    Tom_Gioielli Profile Picture
    Tom_Gioielli 2,776 Super User 2025 Season 2 on at
    This might be a larger design and architecture discussion than we can really get into on these forums, but let me offer some insight if I can.
     
    • The Product table in CRM typically is linked to Sales Records (Opportunities, Quotes, Orders) through the line items. So you are trying to sell something to a Customer (i.e. an Account), and you create line items for each product you are selling and designate things like quantity or discounts
    • A customer can have multiple sales records associated to them, meaning you can sell things to them multiple times
    • We don't typically link products to an Account, because the relationship is done through the sales tables
      • If you wanted to find Accounts where you sold a certain product, you would go Account > Opportunity > Opportunity Line Item > Product Catalog
    • Territories in D365 CRM Sales are really there to help assign salespeople or for reporting. It does not interact with the product catalog or price lists by default
    • If you need to limit products that can be sold to customers based on their location, then you will need to write some customizations. Something like that can certainly be accomplished in a plugin, or you might be able to cobble together some configuration to meet the same requirement but it is going to take some effort to enforce it from a system perspective
  • Suggested answer
    Nour Abuzaid Profile Picture
    Nour Abuzaid 197 on at

    The best way in D365 Sales is to use a custom hierarchical Region/Country table with a many-to-many relationship to Products, because it:


    1. Supports multiple countries per product – no more one-territory limitation.

    2. Preserves hierarchy – you can represent continents → countries → states easily.

    3. Integrates with reporting – you can filter products by any level (continent, country, region) using standard views, Advanced Find, or Power BI.

    4. Scales for future needs – adding new regions or countries doesn’t require redesigning your structure.

    5. Keeps OOB entities clean – avoids overloading Products or Territories with unsupported customizations.
       

           In short, it’s flexible, scalable, and reporting-friendly, which is exactly what D365 needs for complex sales scenarios.

  • RH Profile Picture
    RH 396 on at
    Nour,
    Without creating a separate table I just made a column(s) in the existing table (or I split it rather by Continent as the title of the column), then I added each country underneath it as a Choice. 
    For example -> North America Column-> Choice: USA and/or CANADA with "Multiple Selections Allowed" would be selected if this is relevant.
    Would this work for reporting also? I'd filter by this/these right?
    I then added these new column(s) to the Form so they could fill it out.
     
    Thanks!
     

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