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5Hello 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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