Parent and Child Hierarchal Feature in Dynamics 365 with AXIO – Demo
AXIO lets you link parent and child customers in Dynamics 365 for consolidated receivables reporting at every level. See the feature in this demo.
Parent and Child Hierarchal Feature in Dynamics 365 with AXIO
AXIO allows for the designation of parent-child relationships between customers. This hierarchical structure in financial reporting provides several advantages, such as summarizing data at different levels, which simplifies the analysis and reporting of receivables collections in a consolidated view.