Tag Archives: Dynamics CRM Manage Territory

Create multiple territories quickly within map itself in Dynamics 365 CRM

We have always been keen on making it easier for Sales Managers to manage territories for their salesperson. Previously, we introduced the concept of creating Geographies, which helps users to define created territories geographically. With the help of Territory assignment workflow, users are able to assign territories to records within the Microsoft Dynamics CRM based… Read More »

Territory Management in Dynamics CRM using Maplytics

Sales Territory Management is an important part of the sales strategy for any size business. With a proper distribution of territories and effective Dynamics CRM sales territory management by respective sales teams, organizations can make sure that the sales reps are capable of investing their energy to get most out of it. The operation includes productively… Read More »