Parent-child Relationships Hierarchy in Accounts - Dynamics 365 Sales

May 8, 2023
1 min read

Accounts can have a parent-child relationship in Dynamics 365 Sales. This can get complicated unless you are careful setting it all up. This video shows exactly how it's set up and can be managed.

Asif Rehmani

Asif Rehmani

Asif focuses on digital transformation and digital adoption. He has coined the term contextual microlearning and presents this topic in his writing and speaking engagements. Asif advises CIOs and company leaders on how to most efficiently and continuously support and train their knowledge workers.

Over the years, Asif has authored several books and has spoken to Microsoft audiences at conferences and in private settings all around the world.

Asif also runs a company called VisualSP (a Contextual Microlearning Platform) focused on accelerating Microsoft 365 and Dynamics 365 digital adoption and user training.