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Hello, I am using the Customer Assets feature in Dynamics CRM. Currently, Assets are being created within a contact (if the asset is specific to that contact, like a laptop) or at the Account level (for things like Printers that don't correspond to an individual contact). I then have the Customer Assets subgrid set up to display all assets at the account, whether they are associated with the Contact or the Account. This is working well for most accounts, however I have some accounts where there is a need to use the "parent" account feature with multiple "children" accounts. I am using the "Parent Account" native functionality in Dynamics to create this relationship, which works, however I need all Customer Assets that exist in the children accounts to be visible in the same Customer Assets subgrid on the parent account. In other words, I have parent account "A" and children accounts "B", "C", and "D". Customer Assets are working great when viewing the Customer Asset subgrid in accounts B, C, or D. But, when I view the Parent Account A, the Customer Asset subgrid is blank, whereas I want it to show all Customer Assets at children accounts B, C, and D.
Any input is appreciated. Thanks in advance!
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You can do this, for a *single* account, by using the "Is Under" operator in your advanced find/report/view builder. So, you could do something like:
Look for: Customer Assets
Where:
Customer Asset.Account Equals {ACCOUNT}
OR
Customer Asset.Account IS UNDER {ACCOUNT}
However, this is not 'dynamic' and will not work for all accounts. I am looking for the way to do this for 'all accounts' without having to build a specialty view for every Account hierarchy in the system, which is how I ended up on your post!
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