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D365 Sales How to Select Multiple Countries/Regions, etc.?

I've been trying to modify the CRM D365 Sales. We're trying to find a way to have a dropdown that would have perhaps i.e. EUROPE, then UK, then England, Scotland, Wales, Northern Ireland and perhaps other countries France, Spain kinda like hierarchy structure same with North America to include USA, Canada, etc.

This is all tied to Products in which the OOB (out-of-box) Products table does not directly link to Accounts which is strange. The thing is we have transactional products and also product names (end-product). It appears OOB Products link to Opportunities so I've created a Brands table and a Products Under Brands table in which I'm thinking of linking that to Territories? However I did also notice Territories you can only select one at a time is that true? Would I have to build another table called Regions/Countries to do this model? Then would I have to build a custom report to be able to filter by country, etc.?

One Product would be sold in many different countries.

Please let me know your thoughts.

Thanks in advance!

Categories:

Dynamics 365 Sales

Microsoft Dynamics CRM

This might be a larger design and architecture discussion than we can really get into on these forums, but let me offer some insight if I can.

The Product table in CRM typically is linked to Sales Records (Opportunities, Quotes, Orders) through the line items. So you are trying to sell something to a Customer (i.e. an Account), and you create line items for each product you are selling and designate things like quantity or discounts
A customer can have multiple sales records associated to them, meaning you can sell things to them multiple times
We don't typically link products to an Account, because the relationship is done through the sales tables
- If you wanted to find Accounts where you sold a certain product, you would go Account > Opportunity > Opportunity Line Item > Product Catalog
Territories in D365 CRM Sales are really there to help assign salespeople or for reporting. It does not interact with the product catalog or price lists by default
If you need to limit products that can be sold to customers based on their location, then you will need to write some customizations. Something like that can certainly be accomplished in a plugin, or you might be able to cobble together some configuration to meet the same requirement but it is going to take some effort to enforce it from a system perspective

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