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Microsoft Dynamics CRM (Archived)

Parent-child relationship in MS Dynamics CRM Online

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Posted on by

 Hi,

Is it possible to create a parent-child relationship for an organization and its business units in CRM Online?

Scenario:
- Our organization is ABC, and it has business units abc-1, abc-2, and abc-3.
- There is strong possibility that the parent ABC itself and any of its business units are working on the same Customer XYZ to sell their seperate products/services.

Objective:
- To avoid creating seperate accounts for the same Customer.

Is it possible that the Parent ABC and childs abc-1, abc-2 etc. can use the same Account to add their opportunities, contacts, etc?

If yes, how?
If not, then what could be the solution?

Thanks in advance.

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  • Verified answer
    CRMInnovation.com Profile Picture
    on at

    yes, you will either need to give the users in abc1,2,3 access to the accounts in the parent via bult in security roles or by creating teams. Either way it is built in functionality.

    Watch this video about teams - http://youtu.be/fxvBh0nZq6c

  • Community Member Profile Picture
    on at

    Thanks Jerry. I also found some information from this video:

    www.youtube.com/watch?v=dIkxowdUdb4

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