We have a global partner with a regional account structure hierarchy: ABC Partner Global HQ, ABC Partner Region (e.g. Europe), ABC Partner Country e.g. Germany. We have created a Partner Portal for them and we need contacts at the Global HQ or Region level to be able to see cases, opportunities etc for customers (accounts) belonging to each of the partner country accounts that are children of the partner account they are assigned to.
I'm not sure whether the Dynamics partner portal can support this or whether it is possible by somehow linking each contact record to the relevant partner account.
Hi Gavin, I have the same requirement. Did you happen to find a solution?
Stay up to date on forum activity by subscribing. You can also customize your in-app and email Notification settings across all subscriptions.
André Arnaud de Cal... 290,802 Super User 2024 Season 2
Martin Dráb 229,133 Most Valuable Professional
nmaenpaa 101,154