Dynamics 365 supports the hierarchy of territory where user can manage multi-level territories. If an organization has enabled the Hierarchical territories in the CRM, the users can plot the territories to plot and manage multi-level territories. So, if there are any child territories created for the selected territories, then those will also get plotted on the map along with the selected territories.
User can select and plot the territories on the map using the three ways as follows:
• By Territory using plot card in Detail map
User can open the Detail map to choose the icon of ‘By territory’ in the Plot card. They can select the territories from the list, select Data source & view and click on Search to plot the same.
• By Territory using Territory Management in Detail map
Within the Detail map, user can click on the icon of ‘Territory Management’ and select the option of ‘By territory’. Now, select the territories and click on Plot.
• Overlay in Detail map
User can use the option of Overlay within the Plot card or Territory management to plot the territories.