Set up account hierarchies (preview)
[This article is prerelease documentation and is subject to change.]
Environments that are configured to use business accounts (B2B) as the primary target audience can configure account hierarchies for related business accounts. For example, a company that has separate business units.
Organizations create account hierarchies to better manage accounts and their relationships with each other. The system supports parent-child account hierarchies that already exist in ingested customer data. For example, accounts from Dynamics 365 Sales.
Important
- This is a preview feature.
- Preview features aren't meant for production use and may have restricted functionality. These features are available before an official release so that customers can get early access and provide feedback.
Go to Data > Tables.
Select the Account hierarchy (preview) tab.
Select New account hierarchy.
In the Account hierarchy pane, provide a name for the hierarchy. The system creates a name for the output table, but you can change it.
Select the table that contains your account hierarchy. It's usually in the same table that contains the accounts.
Select the Account UID and Parent UID from the selected table.
Select Save to finalize the account hierarchy.