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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Question Regarding Ter...
Microsoft Dynamics CRM (Archived)

Question Regarding Territories/Regions in CRM

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Posted on by Community Member

Our company splits up sales/accounts into territories and then further into regions. We have 4 main territories and in each of those territories ,we have 2 sub regions. for each region, we have a "solutions consultant" (a field which we've added in CRM to distinguish an account manager). 

How could we properly show this in CRM and Report on

  • Accounts by Region
  • Accounts by territory
  • Region by Territory ( report showing with region falls under territory).

Thanks!

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  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Hi Kimberly,

    In your Account, if you have lookup field to Region and Territory properly then you can have the report easily.

    Thanks.

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