Hierarchy Visualisation in Microsoft Dynamics CRM 2015

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In Microsoft Dynamics CRM 2013 you were able to create hierarchies of related records using self-referential relationships, but you had to iteratively query for the related records.

The Hierarchy Relationship

In Dynamics CRM 2015 the new hierarchy visualisation capabilities will let you query and view the records in a hierarchy formation. To query an entity as a hierarchy you must enable a One-to-Many or Many-to-One self-referential relationship as hierarchical.

With Dynamics CRM 2015 you can gain valuable business insights by visualising hierarchically related data. The new visualisation feature gives you a hierarchical view into the data. You'll be able to enable visuals for specific system entities and custom entities after you have updated the hierarchy settings for the entity.

Business Data Made Better

Learn how to visualise and interact with hierarchical data like organisation charts and account hierarchies in this short video which shows the intuitive way hierarchy visualisations in Dynamics CRM 2015 can give you a better understanding of your business data.

For more information and assistance on Hierarchy Visualization in Microsoft Dynamics CRM 2015, you can Contact Us for further information. If you would like to try it out, we offer a .

13 Jan 2015

About the Author

James CTwo is our blogging alter ego for the Dynamics CRM and Web experts here at C2. We have a passion for anything CRM, Web Design or Social Media. We love writing about it! Find us on YouTube & Twitter.

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