Group level reporting

One of the great features of Dynamics CRM is that you are able to register the group structure of companies (accounts) using the Parent Account field. By doing so, all activities, opportunities and other sales, marketing and service information related to the subsidiaries (child accounts) is also accessible from the parent Account. A nice additional feature is the hierarchy visualization which allows you to view the group structure in a diagram.

Hierarchy

However, when you start querying (searching with Advanced Find) and making reports in CRM with regards to the group, you run into limitations because not all subsidiaries are directly related to the Holding account. To overcome this limitation I recently created a solution for one of my customers using out of the box CRM and the free Distribute Workflow Activity solution (available here). My solution adds a Holding field to the Account form which is automatically updated based on the Parent Account(s).

This solution resulted in quicker access to the holding account from all subsidiary accounts and enabled group level reporting and querying of all activities, opportunities and other sales, marketing and service information within the group structure.