Creating a Parent Account will allow you to go on to create a ‘group’ of associated Accounts. This short guide will begin to equip you with the knowledge of how to create a new Parent Account Record with the minimum data requirements.
Click on ‘Account’ located to the left-hand of the Navigation Bar. Search to see if the Account already exists using the ‘*’ at the front of your search.
Next, wait for the Dynamics Account screen to open and the Account Duplication Check screen will open in front. Type in the organisation name and then click on ‘check existing’. The results from this additional search (if there are any) will be displayed below. You can use the buttons at the bottom of the screen to view further information.
If you are satisfied that the organisation is unique, click on the ‘Add New Account’ button. All of the data that you have just entered will be carried over to the Dynamics creation screen. Complete the Required fields.
Ensure that the Account Function shows either Head Office or Government 5 for the Parent Account. Click on the ‘save’ button located to the top of the screen.
Indicate that the Account is a Key Account.Create a Contact against an Account.
Find out more about creating a Parent Account with our useful guides!
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