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So I know CRM has a native "Parent Account" field on the account form. However this is the only field that exists so it only allows you to go up 1 tier (Parent>Child)
What would be the best approach to create a hierarchy of Accounts to be able to report on it? The project I am working on has Accounts with many layers... not just children to the parent...
You can use the parent account field to as many levels as you want. An account can be both a parent of one account and a child of another.
Is there a native graphical hierarchy picture or way to see the entire hierarchy diagram of an Account?
Take a look here: blog.sonomapartners.com/.../dynamics-crm-2015-hierarchy-visualizations.html
Beautiful! Thanks so much, really like this new feature!
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