web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Account hierarchy - How to leverage for dashboards and reporting?

(0) ShareShare
ReportReport
Posted on by
Hi all,
I am about to write a best practice/procedure about how to create and manage account hierarchies. However, what I noticed is that the information related to the /children/ are not transferred to the /parent/ account.
 
In other words, I would expect to see all contacts, opportunities, revenues, etc..., rolled up into the parent account so that I can leverage on these info in dashboards and reporting.
 
Does anyone have the same experience or am I missing something? Any workaround?
 
thanks,
Emiliano
I have the same question (0)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 163 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 158

#3
Zhilan Profile Picture

Zhilan 49

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans