Account Strategy for Parent Account - how can it flow down to my multiple subsidary accounts linked to that Parent?


  • Dear users, I was hoping I could get some help with below challenge

    I have Account Strategy on Parent Account but also have multiple subsidary accounts linked to parent account.Does anyone know how does it work in CRM for my Account Strategy to flow down to my regular subsidary accounts as well?

    Any thoughts would be very much appreciated!

    Kind Regards

    Tuesday, October 15, 2013 3:21 AM


  • You haven't specified what an Account Strategy is (is it a field on the account form, a record related to the account, a file attached to the parent account, or something else?). Once we know what it is, then we might be able to understand what you mean by 'flow down', but it would be helpful if you could expand on your requirement too.

    Neil Benson, CRM Addict and MVP at Slalom Consulting. Find me on Twitter. Join over 20,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    • Marked as answer by Donyc Wednesday, October 16, 2013 1:00 PM
    Tuesday, October 15, 2013 10:34 PM