How To Create and Manage Multiple Territories in Dynamics CRM With a Single Click Using Azure Maps?
Territory management helps the Sales team manage region-wise sales and marketing campaigns. Dynamics 365/CRM provides default functionality for creating and assigning territories to CRM users. You can create a new territory and assign it to a Manager and an account from the Dynamics CRM backend. However, managing territories within CRM requires performing many manual tasks. In addition, the default territory management functionality in Dynamics CRM has several limitations. To overcome these limitations, a Dynamics 365 map integration —AppJetty MappyField 365—provides an overview of all your sales territories, allowing you to easily create and manage them geographically from the map. With “MappyField 365,” you can create and manage territories and assign them to managers and accounts directly from the map. Additionally, you can merge and expand territories based on different “Search Options.” Veronica, a general manager in a pharmaceutical company, manages medicine sales. Her respo...