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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to maintain a hier...
Microsoft Dynamics CRM (Archived)

How to maintain a hierarchical structure (Account > Division > Department > Section)?

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Posted on by Dynamics4Dom 75

Hi CRM gurus,

This must be simple, but I reckon I'm missing a simple configuration.

I have an Account which has Divisions. The Divisions have Departments and these Departments have Sections. I have created the relationship between the Account and Division, so I can view all Divisions for an Account.

There is a relationship between the Division and Department, but I can view all Departments entered in the system. I need to only view the Departments of the Divisions of an Account. Ditto for when I create Sections, I need to view Sections of Departments of Divisions of an Account. I expected the Account and Division relationship to be maintained when relating Division and Department.

Thanks in advance.

Kind Regards,

Dominic.

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  • Verified answer
    NODAL Profile Picture
    NODAL 860 on at

    Hi Dominic,

    I assume you have three lookups on Account i.e. Division Department section and you want to filter departments based on Division and same for sections.

    There is one OOB feature to filter dependent lookups.

    Refer this.. www.marksgroup.net/.../

    Regards,

    Ketan

  • Dynamics4Dom Profile Picture
    Dynamics4Dom 75 on at

    Hi Ketan,

    Thanks for your response. I did already use the same OOB feature for the Accounts and Division dependent lookups. I figured out that I didn't have the relationship set up between Section and Account. I had only linked the Section to the Division. All good and working now.

    Thanks once again.

    Kind Regards,

    Dominic.

  • NODAL Profile Picture
    NODAL 860 on at

    Hi Dominic.

    Please accept my comments as answer if that helped :)

    Regards,

    Ketan

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