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Multiple parent accounts for an account?

Posted on by 130

Hi.

Is it possible to have multiple parent accounts for an account?

I have setup a Many to Many relationship for the Accounts entity, but that doesn't seem to work.

Please advise.

Thanks

  • cloflyMao Profile Picture
    cloflyMao 25,196 on at
    RE: Multiple parent accounts for an account?

    Hi JackalD365,

    A manual Many to Many relationship between Account and Account will be the solution, and you need to insert a sub-grid to account form.

    https://crmtipoftheday.com/47/simple-multi-select-lists-in-crm-2013/

    Moreover, here is a PCF control, it can convert Many to Many relationship into a multiselect dropdown, please check it and see whether it helps.

    https://pcf.gallery/nndropdown/

  • JackalD365 Profile Picture
    JackalD365 130 on at
    RE: Multiple parent accounts for an account?

    Hi Piyush

    To answer your question, still couldn't add another parent after the N:N relation.

    I will definitely look into your other approach.

  • ChangeFrenzoId Profile Picture
    ChangeFrenzoId 465 on at
    RE: Multiple parent accounts for an account?

    Hi Jack!

    Just curious, what didnt work after setup of N:N relation of account entity?

    Other approach:

    If N:N relation didnt worked for you, then you can use Intersect Entity to create the N:N relation between the account.

    • Create new entity "Intersect Account Entity"
    • Add 2 lookup of account in that entty

    So whenever you create a record in Intersect Entity, it acts as a N:N relation between 2 account records.

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