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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Territories auto-assig...
Microsoft Dynamics CRM (Archived)

Territories auto-assigned based on Zip Code entry

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Posted on by DaveKA

Good Morning,

I can't seem to find the answer to this one... Our territories are assigned based on the zip code of the Account/Contact.  I would like to have CRM automatically assign the Territory when the Zip Code is entered.  Is there a way to do this with out scripting?  We are trying to stay away from scripting if at all possible.  I've looked into real-time workflows, but I can't get them to work.

In the case that we must use scripting, is this a difficult thing to accomplish?

Thanks in advance!

Dave

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    Community Member on at

    You can write a plugin. Search the territory based on the zip code and set the lookup.

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