web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
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)?

(0) ShareShare
ReportReport
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.

*This post is locked for comments

I have the same question (0)
  • 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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the April Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans