Service Territory assignment on Accounts

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Posted on by jbarr78

Hello all,

In our useage of Dynamics CRM Field Service we use Territories whose geographical region is defined by assigned Postal (zip) codes. When we manually create a new account via the UI the Service Territory is automatically updated to the correct service territory once the ZIP is entered and the record is saved.

However, our typical use case has new accounts being created via import by a SSIS package from a feed from a mssql database. When a new account is created this way with a zip code, or the zip code is updated via the SSIS package the Service Territory is not automatically updated by the system. We have to manually go and update the Service Territory.

I would like to create a workflow to do this automatically, and I have searched for how to update this, but I have not found anything that would guide me through the process.

Does anyone have any idea of the steps I would need to take to get the service territory to update correctly?

Thank you,

Jeb

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Hi jbarr78,

The territory and postal code entities are 1:N relationship.

When a user tabs out of the postal code field on the account record form, the system automatically populates the service territory field if it finds a match to the postal code.

So you need retrieve postal code entity records based on postal code field of the account, then get it's territory lookup field value, then fill it in account form.

So you need try to use power automate(https://us.flow.microsoft.com/en-us/) to achieve it, workflow can't achieve it.

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