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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Assigning accounts to ...
Microsoft Dynamics CRM (Archived)

Assigning accounts to Territories

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Posted on by Community Member Microsoft Employee

Hi all,

I have sales guys that take care of certain accounts/territories. What's the best practice for creating the territory > assign their customer accounts to that territory > assign a manager/user to that territory?

When I get to the part to "add members", I don't see any of the Customer accounts that I just imported to bring them under the territory that I just created. I can only see my Dynamics users to choose from, with no option in the drop-down view for "Accounts" (Not users)

Any assistance? Thanks in advance.

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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Assigning accounts to Territories

    So after further review, it seems the one territory per person is causing me issues. To adjust I will just categorize differently (workaround it).

    I know this system is so intricate which is why I'm questioning where to exactly import certain data. (import accounts to accounts, import leads to leads, contacts to contacts, etc...).

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Assigning accounts to Territories

    Thanks Hasibur,

    All records were imported successfully. I'm just not entirely sure about the record types. Would the people we sell to be considered "Customers>Accounts" or "Sales>Leads" or something else?

    I imagine once I import the people that we sell to in the correct place, I can create a territory , then assign my sales guy to handle those accounts under his territory.

    Just not sure where to drop that .csv to import under the correct category/content type.

    Thanks again.

  • Suggested answer
    Hasibur Rahman Profile Picture
    Hasibur Rahman on at
    RE: Assigning accounts to Territories

    Could you check to see if the  import job any partially succeful records

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