Hi,
How to get the Sales region like EMEA, NA, LATAM, APAC based on country field value in lead entity. can any one please suggest me? Its very urgent. Thanks in Advance.
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Hi Reddy,
can you describe your requirement clearly, i am not able to understand.
Thanks,
Shahbaaz
The question is whether or not the Sales Region and Country fields are lookup, or other type of fields.
Option 1:
Create an Entity called Country and an entity called Region
In the Country entity add a lookup to the Sales Region so that every country has an associated Sales Region
In your entity where you want to implement the logic add the Country and Region lookups, and in the Region properties of the lookup add Related Records Filtering so that it shows only the records where Country Contains Region.
Option 2:
Create an Entity called Country.
In the Country entity have fields that map that country to a region.
When a Country is entered in your entity (on the change event), call the webapi to query the Country entity and retrieve the value of the Region and populate it in the Region field on your form.
If you need help constructing your web api query, you can use CRM Rest Builder.
github.com/.../CRMRESTBuilder
Hope this helps.
Hi Shahbaaz Ansari we have Country field in dynamic CRM. when I save or updated the lead automatically with country name then sales region will be show in custom field based on country. for example I entered Country name is "India" then custom field should display "BRICS" automatically.
Country field is lookup of custom entity country?? and what is filed type of sales region??
Also, what entity is this for (contact/account/custom)? If contact/account are you using the OOB fields or custom fields that you created?
What is the data type of the country and region fields?
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