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Microsoft Dynamics CRM (Archived)

How to remove/separate a child account from a parent without deleting the child account all together?

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Posted on by

Hi, 

When CRM 2015 Online was updated, a few of our accounts were bunched with others, creating child accounts. I need to remove these child accounts from their so called attached parent, but i don't want to delete these child accounts. 

Does anyone know the proper way to remove/separate a child account form a parent without deleting the "child" account? This is probably a very elementary question - but i'd rather have the right answer before accidentally deleting things!

Thanks, 
Kimberly

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  • Verified answer
    ashishkhanna Profile Picture
    180 on at
    RE: How to remove/separate a child account from a parent without deleting the child account all together?

    Open the child accounts and look for "parentaccountid" field. If you make that field blank or null, the relationship between parent and child account will break but the child account will still be in the system. You can do this manually or via workflow/plugin.

  • Verified answer
    Avneet Profile Picture
    125 on at
    RE: How to remove/separate a child account from a parent without deleting the child account all together?

    There's a field on the Account entity called Parent Account. You could simply clear the parent account field from these child accounts to remove the parent/child link.

  • Verified answer
    Rajkumar Rajaraman Profile Picture
    on at
    RE: How to remove/separate a child account from a parent without deleting the child account all together?

    simply clear the parent account field from these child accounts to remove the parent/child link as suggested

  • Community Member Profile Picture
    on at
    RE: How to remove/separate a child account from a parent without deleting the child account all together?

    thanks everyone!

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