Summary

Many data records in Dynamics 365 CRM are natively connected in parent-child relationship.

Account, Case, Product are examples of these. Any data record and indeed custom data can have a parent-child relationship.

This data hierarchy can be displayed visually to aid understanding of your structures.

How do I display my data hierarchy visually?

On an Account view (or any other hierarchy enabled data), find a record where you have this little symbol.

Click on the symbol.

This will display key information and the hierarchy relationship of this record. This data relationship is entered onto an Account record as the Parent Account.

Extending this concept

Any data entity can be configured to hold a parent-child hierarchy relationship.

The data displayed on tiles in the hierarchy can be amended to display the key fields of your choice. This setup is typically implemented by a user with customiser or system admin role.

Additional Information

This Microsoft link will show you how this feature is set up.

Further Information

If you have any questions about this or need assistance, then please contact the GCC Group Support Team on 0345 260 1151 or servicedesk@gccgroup.co.uk

Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM is a comprehensive customer relationship management software, used by small medium & enterprise sized businesses, to give you and your team the power to drive sales growth.

Connect your sales, marketing, and service teams with Microsoft Dynamics 365 CRM – breaking down any data silos.

Dynamics 365 CRM offers a choice of role-based CRM modules: sales, marketing, customer service & field service – simply choose which modules are needed for your business.

This progressive technology helps you to:

• Generate insights

• Analyse performance

• Attract new customers

• Retain existing customers

Speak to a member of the GCC team and find out more about Dynamics 365 CRM and Customer Engagement.