Say I have a main sales territory called EUROPE, and its manager is John Doe.
Below Europe, I broke down the sales territories as follows, with the following managers:
Europe - John Doe
Northen Europe - Jason Smith
Southern Europe - Jos� Luis
Eastern Europe - Petr Ivanovich
UK & Ireland - Alastair McEwan
With Dynamics CRM 4, it is not possible to create assign a parent sales territory to another sales territory. I can see how some companies would benefit from such functionality, since many tend to follow a similar structure.
Comments
Thank you for your suggestion. Hierarchical territories make perfect sense to map to real world scenario. We will consider this functionality for a future release. Best regards. This posting is provided "AS IS" with no warranties, and confers no rights.
Category: General
Administrator on 10/8/2020 8:40:14 PM
In 2019 Release Wave 2, a hierarchical relationship was made available out of the box on the Territory entity.
https://docs.microsoft.com/en-us/dynamics365-release-plan/2019wave2/dynamics365-sales/out-of-the-box-hierarchical-relationship-territory-entity