web
You’re offline. This is a read only version of the page.
close
Skip to main content
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to create an actio...
Microsoft Dynamics CRM (Archived)

How to create an action to assign an Account to a Particular sales territory

(0) ShareShare
ReportReport
Posted on by HajiraRoshan 550

Hi,

When an account is created from data Import ,I have to create a dialog to prompt user to which sales territory the user wants the account to be assigned to ,once the user enters the response SalesTerritory1 or SalesTerritory2 or SalesTerritory 3 , the account must be assigned to the given sales territory.. 

Can one use action or workflow to perform this action ? 

System Wf is the best and easiest option for me..

Can you please give me suggestion , how can I do this

thanks,

Hajira

*This post is locked for comments

I have the same question (0)
  • abhishek_255 Profile Picture
    abhishek_255 1,614 on at
    RE: How to create an action to assign an Account to a Particular sales territory

    You can create a web resource that will list all the imported records and prompt user for the input either in grid or form(s).  And invoke this web resource from a command button (Command button registered on Home page of entity ).

  • HajiraRoshan Profile Picture
    HajiraRoshan 550 on at
    RE: How to create an action to assign an Account to a Particular sales territory

    Thank you so much for the answer .

    But I want to prompt the user to what sales territory they need to connect to for each record  , so they dont actually have the need to edit them manually ..

    To assign a record to a sale territory , I need to use Connect To(Connections) to do this ..So I dont think bulk edit can achieve this ...

    Is there any other method to make the end user comfortable to easily connect to the particular Sales territory ?

    Thanks,

    Hjaira

  • Verified answer
    abhishek_255 Profile Picture
    abhishek_255 1,614 on at
    RE: How to create an action to assign an Account to a Particular sales territory

    Hi-

    Data Import process runs in background, when you import data file, CRM creates a system job for it and executes it in background. I don't think you would get control over it.

    Instead you can create view that will list all the newly imported records without sales territory. And perform a bulk edit on entity records.

    Best Regards,

    Abhishek

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Dynamics 365 Community Calls Return
Join experts in person to explore low code and AI agents at the Power Platform Community Conference sponsored by Microsoft
Responsible AI policies for the Community

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Mansi Soni – Community Spotlight

We are honored to recognize Mansi Soni as our August 2025 Community…

Congratulations to the July Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
Community Member Profile Picture

Community Member 2

#2
Christoph Pock Profile Picture

Christoph Pock 1

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans