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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Account hierarchy
Microsoft Dynamics CRM (Archived)

Account hierarchy

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Posted on by Jeff_Mod 750

I'm used to SFDC's built in account hierarchy view- where you can quickly see an indented listing of all parent-child relationships of subsidiaries, etc. These are defined by the "Parent Account" field of each Account record.

What is best practice/capability for this in Dynamics CRM?

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  • Verified answer
    CRMInnovation.com Profile Picture
    CRMInnovation.com on at

    Jeff,

    In Dynamics CRM you can see the parent and the children. Do get a tree view you will need to use one of the may add-in solutions that will give you that and more.

  • Jeff_Mod Profile Picture
    Jeff_Mod 750 on at

    Ah, thanks! Where do I find Add-ins like this?

    Is there something like the AppXchange for the Dynamics CRM community?

  • CRMInnovation.com Profile Picture
    CRMInnovation.com on at

    Jeff,

    For Microsoft you use Pinpoint - pinpoint.microsoft.com/.../home

    Here are some commercial ones:

    www.finalasp.com/.../microsoftcrmhostingaddonsrelationshipexplorer.html

    www.c360.com/.../relationship-charts-online-360

    There is a free one on codeplex - relationshiptree.codeplex.com

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