Possible to create Departments (and sub-departments) for an Account?

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Good morning!

I am trying to figure out if it is possible to create a Department and Sub-Department for an account instead of Parent Accounts and Sub-Accounts, etc.

For example:

A Local University (Account)

School of Business (Department)

Accounting (Sub Department)

Is it possible to do this in CRM? I am the system admin, so I have the ability to make any customization needed, I just am not sure if this is possible, or how to do it.

Also - we are upgrading to 2016 on July 9th.

Thanks in advance! :)

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Robert Wittig 1,885 on at

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I have actually done this a few different ways depending on other requirments within the rest of the system.

Option 1: Configure individual accounts for all three items categorizing them by account, department, and sub department. Then user filtered look ups on the form so they can populate the relevant fields. Yo ucan then turn on heiarchies if you want. In addition you can configure individual views on the account to show departments/sub deparments/local universities.

Option 2: You can actually use three separate entities, use account for local university and then crete two separate entities for department or sub department.

There are probably a million other ways you can break out the data to represent the requirements you have but you need to think through what would work best along side your existing CRM and what actions you need to perform on those entities,

Good Luck.

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