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ReportHow to build an advanced find from a account Group structure (parent account)?
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How to build an advanced find from a account Group structure (parent account)?
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Hi AweissCrm,
if you solved the problem thanks to an answer, please mark the response as verified to encourage the community to provide more and more a better support. Thank you. Francesco
If you found the answer helpful, please mark as Verified 
Thank You & Best Regards
Francesco Picchi
Microsoft Dynamics CRM Consultant, Bologna, ITALY
Independent Contractor
How many levels does your parent/child account structure have maximally?
By design you cant.
The solution is the following:
- Add to account a new attribute "Ancestor Account"
- Create a plugin which, when the "Parent account" change, scale up the Parent account until the last selected account has not Parent Account
- Set ancestor account with this account
- Filter by ancestor
Hope it helps!
Let us know
If you found the answer helpful, please mark as Verified
Thank You & Best Regards
Francesco Picchi
Microsoft Dynamics CRM Consultant, Bologna, ITALY
Independent Contractor
Please try as follows (where "Account padre" is "Parent Account"):
Hope it helps!
If you found the answer helpful, please mark as Verified
Thank You & Best Regards
Francesco Picchi
Microsoft Dynamics CRM Consultant, Bologna, ITALY
Independent Contractor
I build a group structure with 400 Accounts using the field "parent account"
The name of the companies are different and classification also, only the "parent account" is the bracket.
But i need a view that shows all 400 account, but i don`t know how to work with advanced view here.
Thank you
BR
Axel
I build a group structure with 400 Accounts using the field "parent account"
The name of the companies are different and classification also, only the "parent account" is the bracket.
But i need a view that shows all 400 account, but i don`t know how to work with advanced view here.
Thank you
BR
Axel
Please show us an example.
What would you like to accomplish with the advanced find i.e. what is your query looking for?
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