Microsoft Dynamics® CRM Training
Creating a Territory
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Creating a Territory
Hi, and welcome to the Success Portal by xRM.com.
In CRM Online, a Territory is a geographical area used to organize business markets. Accounts and Users can be related to Territories to help determine which Users should handle which Accounts by Territory.
In this tutorial, we will create a Territory that represents the Southwestern USA. We will give the Territory a Manager and some Members. We will also create a View that displays all Accounts in our new Territory.
This task requires a Security Role of System Administrator or System Customizer, or equivalent privileges.
We begin by navigating to Settings > Business > Business Management. Now, click Sales Territories.
In the ribbon, click New.
The Territory form opens with the temporary name of "New".
We'll fill in the Territory Name field with "Southwest".
Let's also fill in the Description field by listing the states we are categorizing as "Southwest". We'll write, "AZ, CA, NM, NV, and UT".
Next, we'll designate "xRM Boss" as the Manager for this Territory.
We have now filled out the General information for this Territory. Let's click Save in the ribbon.
Now that we've saved our Territory, we can add Members. Navigate to Common > Members.
We now see the "Salesperson Associated View - By Territories". Click Add Members in the ribbon.
We then see a notification that we are about to change the Territory for any Users we add. A User cannot be a Member of more than one Territory. Adding them to a Territory removes them from any other Territory. Click OK to close the notification.
The Look Up Records dialog opens. We'll select "xRM Guy", click Add, and then click OK. The dialog closes.
Back at the "Salesperson Associated View - By Territories", we see that "xRM Guy" is a Member. (Technical note: "xRM Boss" is also listed because we selected that User in the Manager field.) Navigate back to the General tab, and then click Save & Close in the ribbon.
Accounts are not automatically related to Territories. Before we can create a View that will show us all Accounts in the Southwest, we need to manually edit some Accounts to set their Territories. Navigate to Workplace > Customers > Accounts.
We'll select some sample accounts located in the southwestern states. We'll then click Edit in the ribbon.
The Edit Multiple Records dialog opens. In the Territory field, select "Southwest". Click Save, thus closing the dialog.
Now, let's quickly create a View that will show us all of our Accounts in the "Southwest" Territory.
In the View selector, click Create Personal View.
Advanced Find then opens. Make sure Accounts is selected in the Look for field. Below, in the Select field, choose "Territory". (Technical note: Be sure to choose the "Territory" entity in the Related section of the drop-down list, not the "Territory" attribute.) In the field that appears below, select Territory Name. In the adjacent field, leave Equals selected. In the Enter Value field, type "Southwest". Click Results in the ribbon.
We now see all of the Accounts with "Southwest" as the related Territory.
Let's save this View. Click Advanced Find in the ribbon. Now, click Save As in the ribbon. The Query Properties dialog opens. We can give this View a Name and a Description. Let's name it "Southwest Accounts". Click OK to close the dialog. Now, close Advanced Find.
We can now see "Southwest Accounts" in the View selector.
That's how we create a Territory and view records by Territory in CRM Online.
Thanks for watching.