Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

Parent/child relationships and sales roll ups

  • 1.  Parent/child relationships and sales roll ups

    SILVER CONTRIBUTOR
    Posted 10 days ago
    Some of our accounts have subsidiaries that we have identified as a 'child' account and linked it to the 'parent' account in D365. Up to this point, we have applied leads, opps, and contracts to each account and reported that information as separate accounts. We would like to take advantage of the parent/child relationship and have the contracts reported under the parent account as a 'rolled up' total.

    Has anyone done this and how did you accomplish it? Appreciate any and all ideas!

    ------------------------------
    Royann Schmidgall
    Sr. Mgr. Operations
    McGhee Productivity Solutions
    Parker CO
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Parent/child relationships and sales roll ups

    TOP CONTRIBUTOR
    Posted 10 days ago
    @Royann Schmidgall check out this thread on the topic. It shows how you can use associated views to display indirectly related records.

    If you are using Advanced Find, you can use the 'Under' operator to find records under a certain account.



    ------------------------------
    Niels Lønberg
    Semco Maritime
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


If you've found this thread useful, dive deeper into User Group community content by role