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Advanced Find - All sub Accounts (Several levels) RRS feed

  • Question

  • Can anyone help me with an Advanced Find on an Account - including all sub Accounts, Sub sub Accounts, sub sub sub Accounts etc....

    Is this possible at all??
    Thinking on an Account structure as shown on the picture below.

    Hope someone has the great ide :-)

    /Morten

    Tuesday, April 1, 2014 6:54 AM

Answers

  • This cannot be done directly in Advanced Find. There are two main approaches you can take:

    • If you have CRM OnPremise, you could write an SSRS report with a SQL query that retrieved the data you want
    • You could create an additional attribute on the account that would store the root account id (i.e. for all sub accounts it would be set to the id of 'Account' at the top of the hierarchy). To do this properly, you'd need to write one or more plugins (or custom workflow activities) to update this attribute in all circumstances (such as if you changed the parent of Sub Account 1, you'd need the plugin to change the attribute on Sub Accounts 1.1, 1.2, 1.1.1 etc)

    Microsoft CRM MVP - http://mscrmuk.blogspot.com/ http://www.excitation.co.uk

    Tuesday, April 1, 2014 3:03 PM
    Moderator