Hierarchy Visualization in MS CRM

Another new feature added in Microsoft Dynamics CRM 2015 is hierarchy visualization of your data. In Microsoft Dynamics CRM, we can associate entities using entity relationships. Hierarchical visualization provides logical visualization of the 1:N relationship or self-relationship between entities. At present, we can have only one hierarchical relationship per entity. While setting up a relationship, we can select whether we want to use this relationship as hierarchical using the

Hierarchical dropdown.

Once the relationship is set up, we can navigate to Hierarchy Settings --> New under the entity node to create the hierarchy setting. As soon as the hierarchy setting is created per entity, the new button will not be available anymore because we can set up only one hierarchy setting per entity:

Once the hierarchy setting is set up and the record is associated, we can see a logical relationship visualization using the hierarchy icon on the entity grid view or entity form. The following screen represents the hierarchy visualization for the parent account. We can see that Adventure Works (Sample) is a parent account and it has two child accounts. Data is represented in tiles, where a maximum of four fields are allowed. The data fields are represented from a default quick view form. If it has more than four fields, then only the first four fields are used for display:

Two new query operators are also added for querying hierarchical data, which are explained as follows:

• Under: This is used to get the list of entities, which are child entities of a

specific entity, for example, list out all subaccounts under a particular account

• Note Under: This is used for reverse of the under operator.