Microsoft Dynamics® CRM Training

Parent Accounts and Sub-Accounts

Video Details

Parent Accounts and Sub-Accounts in Microsoft Dynamics CRM help users identify one Account’s ownership over another. Establishing such relationships between Account records allows you to view the history and Activities of all related records.

In this video tutorial, we demonstrate how to create a parental relationship between two sample Accounts, and then how to view open Opportunity records of a Sub-Account from a Parent Account.

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