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

Important

Some of the functionality described in these release notes has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned

Enabled for Public preview General availability Early Access
End users, automatically October 2019 Yes

Business value

Organizations can now receive valuable insights by hierarchically visualizing related territories.

Feature details

A hierarchical relationship is now available out-of-the-box on the Territory entity. This allows organizations to better model and visualize their sales territories in a hierarchical format.

Note

  • Because there can be only one hierarchical entity per entity, if an organization already has a hierarchical relationship on territory defined, then it will not be overwritten.
  • To get Microsoft’s hierarchical relationship instead, the organization must remove the hierarchical setting for their relationship. The next weekly patches will bring in the out-of-box hierarchical field.

Note

This feature is available in the Unified Interface only.

See also

Set up sales territories