Manage regions and locations

 

Updated: November 1, 2016

Applies To: Dynamics Marketing

System_CAPS_importantImportant

Microsoft Dynamics Marketing is scheduled to be retired on May 15, 2018. After that date the service will no longer be available. Please plan accordingly. For details, see the blog post Microsoft Dynamics Marketing service will be discontinued, and learn what’s coming next.

Locations let you provide a consolidated or roll-up view of all marketing activities that are related to a specific location The location function in Microsoft Dynamics Marketing is particularly useful if your marketing efforts support retail outlets, stores, franchise units, etc.

  • An unlimited number of locations can belong to each company that is created in Microsoft Dynamics Marketing.

  • An unlimited number of locations can belong to each division that is created in Microsoft Dynamics Marketing.

  • Locations can be grouped into regions. Each location can belong to several regions, if needed.

Regions let you provide a consolidated or roll-up view of all marketing activities that are related to a specific region of a company.  

  • An unlimited number of regions can belong to each company that is created in Microsoft Dynamics Marketing. Regions can only belong to a single company.

  • An unlimited number of regions can belong to each division that is created in Microsoft Dynamics Marketing. Regions can only belong to a single division.

To work with regions, go to Settings > My Company > Regions. This brings you to the Regions list page, which provides many of the standard controls for searching, sorting, filtering, adding, removing and viewing items in the list, plus other common features. See Learn how to work and get around in Microsoft Dynamics Marketing for details about how to use these common controls.

Whenever you create or edit a region, the settings described in the following table are provided.

Field

Description

Status

Select a status.

Name

Enter the name of the region. An entry is required. If you enter the same name twice, Microsoft Dynamics Marketing will display a warning.

Description

Enter a description of the region.

Company

Select the company that this region belongs to from the pull-down menu. If a default company has been set, the default company will be selected. More information: Contacts and companies

Division

Select the division that this region is for from the pull-down menu. More information: Set up divisions and departments to reflect your organization

Category

Select the category this region belongs to. More information: Create custom drop-down values and folders

Type

Select the region type.

To work with locations, go to Settings > My Company > Locations. This brings you to the Locations list page, which provides many of the standard controls for searching, sorting, filtering, adding, removing and viewing items in the list, plus other common features. See Learn how to work and get around in Microsoft Dynamics Marketing for details about how to use these common controls.

Whenever you create or edit a location, the settings described in the following table are provided.

Field

Description

Status

Select a status.

Name

Enter the name of the location. An entry is required. If you enter the same name twice, Microsoft Dynamics Marketing will display a warning.

Code

Enter the location's code, if there is one.

Category

Select the category this location belongs to.

Type

Select the type this location belongs to.

Description

Enter a description of the location.

Company

Select the company that this location is for from the pull-down menu. If a default company has been set, the default company will be selected. More information: Contacts and companies

Division

Select the division that this channel is for from the pull-down menu. More information: Set up divisions and departments to reflect your organization

Phone, Fax, URL, Address

Enter this information for the location. (Optional.)

If you need to store other types of information about your locations and/or regions, then you can set up user-defined fields for them. More information: Configure user defined fields

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