web
You’re offline. This is a read only version of the page.
close
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) / Territory
Microsoft Dynamics CRM (Archived)

Territory

(0) ShareShare
ReportReport
Posted on by Vaani 114

Hi,

I need to create sub territories within a territory. My requirement is that need to create a territory say USA  and within that two sub territories say North US and South US.

I tried in customizations ended up without any solution. Please do guide me in achieving this.

Thanks in Advance,

Vaani  

 

*This post is locked for comments

I have the same question (0)
  • mwiley Profile Picture
    mwiley 170 on at

    Are you using the salesperson fields? If not, they could be your sub-territories.

    If you are, then I would suggest using the first 3-4 characters (consistantly), as your main territory, then using an additional number of characters for the sub. Then use string functions in report writer and other tools to get the reports you need.

     For example: USA0000 as your main territory, and USA0001 thru USA9999 as your sub territories.

    In reporting for all main territories, the report could look for USA* or Left([Territory],3) to allow you to combnine all of the subs. You can also parse the field and treat it as if it were two fields as long as you are consistant in the number of digits, or use a common delimiter (like a dash).

     

  • Suggested answer
    Nizar JLASSI Profile Picture
    Nizar JLASSI 2 on at

    Hi,

    Why did you dont create a self 1:n relationship between territory and territory.

    after that you put a the lookup (Parent Territory) on the form of territory.

    And then, you put USA as Parent Territory for the two territories (North USA and South USA)

    After that you attach all the southern accounts to the South USA territory and all the northern accounts to the North USA territory.

    N.JL

  • Aileen Gusni Profile Picture
    Aileen Gusni 44,524 on at

    Yes, you can use a Self-Referential in Territory entity

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

Responsible AI policies

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

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans