Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How can I get Territor...
Microsoft Dynamics CRM (Archived)

How can I get Territories on the form editor for Leads???

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

So when I create a new Lead there is no option to put territory I have to create it than wait to I get to contact page than I can add territory is there a way to get Territory on the Lead page??

*This post is locked for comments

  • Suggested answer
    meenoo Profile Picture
    meenoo 7,316 on at
    RE: How can I get Territories on the form editor for Leads???

    Hi smmonty86 ,

    Either your territory list must be wrong or something else might be wrong. Can you post a screenshot of the lookup view dialog?

    Thank you.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How can I get Territories on the form editor for Leads???

    So I went and did this and for some reason it shows contacts when you type in a location like say Kansas it doesn't find Kansas instead it shows me a contact list of our clients.

  • Suggested answer
    Nithya Gopinath Profile Picture
    Nithya Gopinath 17,076 on at
    RE: How can I get Territories on the form editor for Leads???

    Hi,

    You could create a lookup field of entity territory in the lead form as shown in the screenshot below.

    22087.1.PNG

    Drag this field to the form editor.

    Hope this helps.

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: How can I get Territories on the form editor for Leads???

    Hi There,

    Go to settings>>customisation>>customise the system>>Entity>>Lead>>Form (Double click the form where you want the field)>>Click 'new field' on the bottom right>>Give it a name & type= lookup + entity=territory>>save and close>>Now place the field on the form>>save and publish

  • Suggested answer
    SCV Profile Picture
    SCV 1,004 on at
    RE: How can I get Territories on the form editor for Leads???

    You will have to create an N:1 relationship between Lead and Territory first and then add the lookup field to the Lead form. Then publish.

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

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Tip: Become a User Group leader!

Join the ranks of valued community UG leaders

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,489 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 231,305 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans