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We have a Parent -> Child Relationship setup for an Account Entity. We are trying to view rollup information at Parent Account level of Leads, Contacts, Projects, Opportunities, and Orders created at Child Account level.
1. A is a Parent Account
2. B and C is a Child Account
3. Leads, Contacts, Projects, Opportunities, and Order for B and C should be visible under Parent Account A
We are able to get the information rolled up for Opportunities and Orders. However, it is not working for Leads, Contacts, and Projects.
If any of you have encountered and fix the issue it will be really helpful if you can share the steps.
Thanking in advance.
Can you please confirm if the owner of leads, contacts and Projects are part of the child Business Unit (B or C) of the Parent BU A.
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Thanks for the prompt response.
We have same owner for Leads, Projects, and Contacts at Child (B and C) and Parent Level (A).
Still we are not able to see data being rolled up at Parent level.
Any other issue that we should look for?
Could you please provide some screenshots on how you are doing in Dynamics CRM so that we can help and also try to reproduce the same in our instance.
Please mark my answer verified if this is helpful!
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This is the scenario with screenshot.
- A is the parent account.
- B and C are the child accounts of A
- Opportunity B and Contact B are part of Account B
- Opportunity C and Contact C are part of Account C
Scenario 1: Rollup of Opportunity at Parent Account level
I am able to see Child Accounts (B and C) Opportunities at Parent Account Level (A)
Scenario 2: Rollup of Contacts at Parent Account level
I am not able to see Child Accounts (B and C) Contacts at Parent Account Level (A)
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