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How to create account for international companies

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Dear Community,

I would like to know what is the best practice to create an account when it comes to international branches. This usually happens when we are in a business relationship with big companies. For example, company A is the original name, and if they have businesses in other countries, should I create separate accounts for their branch in other countries?

Kind regards,

Yu-Lu

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Nya 29,064 on at

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Hi Yu-Lu,

Please refer to the following documentation, which describes about enabling additional languages, translating customized entity and field text into other languages and importing translated entity and field text back into an app:

Work with international features in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya

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Community Member on at

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Hi Nya,

I do not need to enable additional languages for my account. I want to know how to separate international companies' accounts

For example, if company A has an affiliate in the UK, do I create both Company A & Company The UK, two accounts?

Thanks

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Nya 29,064 on at

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Hi Yu-Lu

How about to use a field to record the other name? For example, the OOTB field – Yomi Name, or you can create custom fields to achieve it.

Or you can create two accounts and use the Hierarchy to describe the relationship between them.

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya

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Wahaj Rashid 11,323 on at

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Hi,

Thank you for your query.

You can define an organizational structure (of a company) using Parent Account lookup.

For the branches:

Create a Main Account, for example, XYZ Inc. (HO)

Then create branches like XYZ UK and sets parent account to XYZ Inc. (HO)

If you need to track relationships between accounts, you can use connections.

For example, company ABC is a supplier to company XYZ Inc. In this case, you can add connections as described below:

https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/create-connections-view-relationships-between-records?view=op-9-1

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