From the course: Dynamics 365 for Sales Teams
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Create a new account
- [Instructor] An account is a collection of companies under the same parent, so in B to B Sales, you may have several clients under a larger corporate umbrella. So think of different locations, or departments with different budget approvals. So you see all of these here with the hierarchy symbol next to them that means that we've setup some hierarchical relationships. So let's take a look at that. If I go into Adventure Works, that's the parent in this relationship, and see here how underneath Adventure Works, I've got Alpine Ski House, City Power and Light, and there's an arrow underneath City Power and Light. And if I click on that, then I get to see Coho Winery. Not that any of these make any sense, but, you know, it's the idea here that this could also be one parent company, and these could all be different locations. So I want to show you how to set up an account, and then create a hierarchy. Let's go back, and create a new account. I'm going to click New from the Accounts…
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