CRM Query:Territory Creation Query

All the discussion which is not possible in the above forums should be posted here.
Post Reply
nikkysri
Posts: 11
Joined: Mon Nov 12, 2007 8:59 am
Location: India

CRM Query:Territory Creation Query

Post by nikkysri »

Dear All,

Please help in resolving the following CRM Query.

Module :Field Service
Resp : CRM Administrator

Query : Unable to create Territories (in Fresh Instance )when trying to create from CRM Administrator Navigation : Territory Manager>Territory Admin.

Generally in vision 7 Territories would flow from which we can we can select Oracle Service folder and create a new Territory.The same is not reflecting in Prod .Please help

Rgds,
Nikkysri
avipax
Posts: 3
Joined: Tue Feb 05, 2008 12:37 pm
Location: India

Post by avipax »

Hi,

Go to Sys Admin, in profile options, open MO%Security, at MO Top Operating Unit, you need to remove Vision Operations at the site level and enter your own so that you will have all the 7 territories in your fresh instance.
nikkysri
Posts: 11
Joined: Mon Nov 12, 2007 8:59 am
Location: India

Post by nikkysri »

Thanks for the input sir however as the same is being done in Fresh Instance..Vision Operations /Vision Corp wouldnt flow..and i have already set MO:SEC and MO: OPerating unit profile options accordingly at site level and responsibility level ..yet the problem persists


Rgds,
Nikkysri
Post Reply

Who is online

Users browsing this forum: No registered users and 3 guests