Microsoft Dynamics® CRM Training
Parent Accounts and Sub-Accounts
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Understanding the relationship between Parent Accounts and Sub-Accounts can be useful in Microsoft Dynamics CRM. The primary reason for establishing such a relationship between Accounts is to make your database reflect one Account’s real-world ownership over another.
For example, you may distribute products to the regional offices of a large corporation, each of which has its own budget and purchasing department. It would make sense to set up each regional office as a separate Account for billing purposes. It would also make sense to set those Accounts as Sub-Accounts of a single Account that represents the corporation itself.
When one or more Sub-Accounts are related to one Parent Account, Activities and history for the Sub-Accounts are “rolled up” to the Parent Account. That means, when you are looking at the history of the Parent Account, CRM Online also displays the history of the related Sub-Accounts. This provides a more complete picture of the interactions between the various records in your system, helping your business to understand your customers so that you can tailor your sales, marketing, and customer service efforts accordingly.
In this tutorial video, we demonstrate how to create a parental relationship between two Accounts.
Designating a Parent Account
- Open the Account record you wish to be the Sub-Account
- In the Parent Account field, use the lookup to identify the Parent. NOTE: the Parent Account field does not appear in the new Account form by default. You will have to either add it to the form, or switch to the Information form for the entity.
Viewing Associated Accounts
- In the Information form for the Account entity, click Sub-Accounts in the Common section of the navigation pane.
- This option is not available in the new form. To add it, open the form editor and add “Accounts” to the navigation pane.
View Associated Opportunities
- In the navigation pane, click Opportunities in the Sales section.
For more tips, tricks, and tutorials, please refer to the Success Portal and blog.xrm.com.