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Customer hierarchy

Posted on by 15

We have Dynamics CRM and D365 F&O as ERP.

we are having issues in finding the ideal customer model so that both the systems should be in sync.We have pretty flexible hierarchy available in CRM where you can have multiple child accounts upto M level (parent is A-Child is B-Super Child is C) .But in F&O we have accounts and have ship to's Bill to's,Sell to's

During integration how do we manage this complexity and what is best practice to set up customers/accounts in both 

  • Subhajit Profile Picture
    Subhajit 15 on at
    RE: Customer hierarchy

    Thanks Matt,

    In CRM it supports multi level hiearchy but in f&o thats not the case.

    How we handle ships to's in CRM as divisions of hospitals are not legal entity and they are ship to os erp but we plan to make them as sub account in CRM to support multi level reporting and multi level assignments of reps.

  • MATTGUO Profile Picture
    MATTGUO 22,294 on at
    RE: Customer hierarchy

    Hello Subhajit,

    In D365FO, there is the relationship to display the relation of organization.

    3247.png

    But the most important is that invoice account must be the parent account on the customer master.

    1411.png

    Please do not ask same question with multiple threads on multiple forums, just one thread is enough.

  • Subhajit Profile Picture
    Subhajit 15 on at
    Customer hiearchy

    We have Dynamics CRM and D365 F&O as ERP.

    we are having issues in finding the ideal customer model so that both the systems should be in sync.We have pretty flexible hierarchy available in CRM where you can have multiple child accounts upto M level (parent is A-Child is B-Super Child is C) .But in F&O we have accounts and have ship to's Bill to's,Sell to's

    During integration how do we manage this complexity and what is best practice to set up customers/accounts in both 

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