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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Associating multiple A...
Microsoft Dynamics CRM (Archived)

Associating multiple Accounts to one Opportunity

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Posted on by Community Member Microsoft Employee

We're a software company who sells through a channel, that channel often compete for the same opportunity.  

Rather than inflate our pipeline with multiple opportunities marked against different partners, for what is for all intents and purposes the same opportunity, I'd like to be able to mark multiple partners against just one opportunity.  

Second to that I'd also like to have these opportunities visible within each partner account.  

Can anyone recommend how I go about doing this?  Thanks in advance

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  • Nick.Doelman Profile Picture
    Nick.Doelman 1,947 Most Valuable Professional on at
    RE: Associating multiple Accounts to one Opportunity

    I forgot to mention that you would need to create a 1:N relationship between Opportunity and Opportunity for the "Master-child" opportunity relationship.

  • Suggested answer
    Nick.Doelman Profile Picture
    Nick.Doelman 1,947 Most Valuable Professional on at
    RE: Associating multiple Accounts to one Opportunity

    A couple of other approaches in addition to what already has been suggested:

    You could use the "connections" feature to associate various partners to one particular opportunity. 

    While you said you wanted to reduce the number of opportunity records, I would ask you if you would want to track different aspects of what each partner was offering?  Maybe some were offering different components, pricing, services, etc. that would be unique to each opportunity. 

    What I have seen done in some CRM implementations is that a "master" opportunity record, and each partner will be related to unique "child" opportunities.  You could then get fancy and implement rollup fields, track the average of all child opportunities, identify front runners, etc.  When the master opportunity is closed, then use some custom workflow tools or have a dev write a plug-in to close off all the child opportunities.

    Just some more food for thought, I also am a fan of keeping things simple. :)

    If you are on CRM Online, you also might want to check out the upcoming Partner Portal component of the CRM Portal Add-On.

    Cheers

    Nick

  • Suggested answer
    Drew Poggemann Profile Picture
    Drew Poggemann 9,079 on at
    RE: Associating multiple Accounts to one Opportunity

    Hi Eden,

    I am guessing (I might be wrong here) that you are talking about the same opportunity being assigned to multiple "partners" as far as owners of the records and you want to have multiple of your partners to be able to see the opportunity as "their" opportunity.

    You can do this in a couple of ways.  

    1.  You can assign an "Owner" team

    Owner Teams – Teams that own records in CRM

    • Ability to define security roles for the team
    • Teams have full access rights to records they own
    • Users can belong to multiple teams and will have the superset of all roles across the teams
    • More static then Access teams and used to define group ownership of records
    • Default team created for organization

    2.  You can assign an "Access" team

    Access Teams – Dynamic team that do not own records

    • No security roles assigned to these types of teams
    • Share records with these types of types (with specific rights)
    • Ability to create Access Team Templates and assign sharing to records (i.e. opportunity) to members dynamically.

    https://msdn.microsoft.com/en-us/library/dn481569.aspx

    Hope this helps Eden!

    Thanks,

  • Suggested answer
    PS Profile Picture
    PS 23,577 on at
    RE: Associating multiple Accounts to one Opportunity

    You need to create N:N relationship between Account : Opportunity

    Check Aileen's reply in following URLs:

    community.dynamics.com/.../140098

    community.dynamics.com/.../155759

    community.dynamics.com/.../154850

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