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Customer experience | Sales, Customer Insights,...
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One Child has many Parent type of Relationship

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Posted on by 351

Hello All,

Hope all you are good

in our current crm we have Account hierarchy like one account has multiple child and we have three types of account  like 1.main,2.sub main and 3.sub

so in that our hierarchy  like this:- "main" is a parent of "sub main" and "sub main" is parent of "sub" accounts

now we have new requirement from client that

"sub main" account has parent more than one

proposed hierarchy :

0753.ac.PNG

Note:in that on "Sub main" account there are n no of "Main" account, "Sub main" has more than one parent.

so how can we achieve this??it's possible in OOB crm or should we create custom?

i have searched many post for it but didn't get the accurate answer.

Thanks & Regards

Yash

I have the same question (0)
  • Jomy Jose Profile Picture
    290 on at

    Hi Yash,

    For Main and Sub Main you can create a N:N relation ship. So you can add multiple Main records for Sub Main. Also as per my understanding sub records having only one parent which you can use 1:N relation ship.

  • Suggested answer
    sdfasdf Profile Picture
    842 on at

    Hello Yash,

    You might want to consider using the Connection entity to build this hierarchy of accounts. Connection entity leverages a Role information, which describes how the first record relates to the seconds and vice versa.

    Please refer to this article for more information: docs.microsoft.com/.../connection-entities

    I hope this is helpful information for you to achieve your business needs.

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