Managing Account Hierarchies in Microsoft Dynamics CRM

  • Updated

Microsoft Dynamics CRM  allows customers to create account hierarchies (i.e. family tree relationships of a company) to give customers a more complete picture of their customers and prospects. InsideView Data Integrity provides comprehensive company data including a unique identifier that enables automatic account linking in Microsoft Dynamics CRM.

By automatically creating and updating account hierarchies in Microsoft Dynamics CRM to mirror InsideView’s family tree data, you can ensure that you always have the most up-to-date and complete company hierarchies in your CRM, enabling your revenue teams to better understand customers and prospects and grow relationships.

Account Hierarchies Setup Pre-requisites

Before enabling the Account Hierarchy workflows, complete the following prerequisites:

Note: These fields will NOT be available in the Field Mapping screen but can be synced to CRM.

To enable the Account Hierarchies feature, follow these instructions:

Step Description Details
1 Go to the Unified Portal In the Data Integrity Dashboard, click the Profile Dropdown at the top and select Admin item to open Admin Portal as illustrated:

1_-_Go_to_Admin_small.png

Note: You can go to the Data Integrity settings and select the Integrations tab.

In the Account Settings page, click the Integrations tab. 

Then hover over the integration for which you want to enable the Account Hierarchies feature and click the Edit icon.

DI_Dynamics_Integration_small.png
2 Go to the Account Hierarchy setup In the Integration Setup page, review the Integration details and click Next.

 dynamics_integration_small.png

In the Integration Setup workflow pages, make sure that Data Integrity is enabled as illustrated:

account_hierarchies1_small.png

Review your integration user and field mappings for Accounts, Contacts and Leads then click Next to open the Automate account and lead linkages setup page.
3 Enable the Account Hierarchies feature In the Automate account and lead linkages page, you can do the following:
  • If your CSM has enabled the Account Hierarchies feature, select the Activate Default Settings option to customize and activate Account Hierarchies workflows in your Microsoft Dynamics CRM.

    activate_default_settings_small.png

    If you do not have access to this page, submit a request to InsideView's technical support. Our support team will contact you to address your problem.

  • Select the Customize Settings option to customize the Account Hierarchies workflows in your CRM before activating them. Once all your customizations are completed, click Activate.

    customize_settings_small.png

  • Click Deactivate to disable the account hierarchy workflows in your CRM.
  • Click Delete to reset the lead to account mapping settings.

  • Once the Account Hierarchy workflows are activated, click Save.

    ah_workflow_small.png

  • Click the pencil.png to redirect to the process in Microsoft Dynamics CRM, where you can edit Account Hierarchies workflows based your business process requirements.

  • Click the delete.png to delete the Account Hierarchies settings if required.
4 View family tree in Microsoft Dynamics CRM Once Account Hierarchies is enabled, log in to your Microsoft Dynamics CRM and go to any Account Details page and select the Account Hierarchy tab as illustrated: 

ah_view_small.png

Note: Account hierarchies are created only for those accounts that are managed by InsideView Data Integrity.

Now, Microsoft Dynamics account hierarchies will be mirrored InsideView’s family tree data in your CRM without any manual effort by your end-users or operations team, making it easier to find related companies and grow relationships.