Dynamics Community Forum Thread Details

Parent & Child accounts

My apologies, very new to Dynamics 365. I'm an accountant setting up Dynamics 365 for my firm. Just going to go slowly from the start. I'm currently thinking about how I set up Accounts and Contacts, with a view to how I will use this later from an operations perspective. I want to get it set up correctly from the start.

I understand that Accounts are companies (generally) and the Contact are usually people connected to the Account. In my case, my client groups consist of companies and individuals. I have a head Account (usually determined by who we bill) and then all other companies that are related to client group.

What I'm wondering is:

1. can I set up a parent account and then have sub accounts, so that all activities that relates to the sub accounts are rolled up into the parent account?

2. for each account, sub account and contact I then set up the relationships between them

Any guidance greatly appreciated

Categories:

[quote user="MattSch"]1. can I set up a parent account and then have sub accounts, so that all activities that relates to the sub accounts are rolled up into the parent account?[/quote]

Yes, you can use the Parent Account field.

Activities from child accounts by default roll up to Parent account.

See screenshots below - Activities in child account are also seen on the parent account, just by selelcting the parent account lookup.

This is child account.

0447.27sep_5F00_2.png