Territory – 365 Community Online

Lookup Filter, Error Notifications, Territory entity enhancements in Dynamics 365 for Sales / Customer Service – 2019 Release Wave 2 (Unified Interface)

Let us look at some other enhancements added as part of 2019 Release Wave 2 in the product. Lookup filter enhancement The lookup filter…

25 December 2019 · Nishant Rana

Dynamics 365 Customer Engagement

Out-of-the-box hierarchical relationship on the Territory entity

With release wave 2 we now have out-of-the-box hierarchical relationship on the Territory entity. The Parent (Territory) field has been available for a while,…

10 October 2019 · Stefan Strube

Dynamics 365 Customer Engagement

Add My Territory view to Opportunities based on Current User

Use case: Users belong to the same company and are members of the same Business Unit in Dynamics 365 CE, but they belong to…

2 September 2019 · Stefan Strube