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Hierarchy Visualization – CRM 2015

December 17, 2014 Leave a comment

With CRM 2015, you can represent self-referenced records in Chart format, this feature called as ‘Hierarchy Visualization’.

If the Entity is configured for ‘Hierarchy Visualization’, a symbol as below will appear for Self referenced records.

Account Hierarichal View

Account Hierarchical View

By clicking the chart symbol you will be redirected to below Chart.

Account Hierarichal View - Tile View

Account Hierarichal View – Tile View

Every rectangle, contain record information called as a ‘Tile’

Here is the video from Dynamics team on how to configure ‘Hierarchical Visualization’.

Quick Points

  • Only below listed Out Of The box entities can be configured as ‘Hierarchical Visualization’.
Hierarchy Enabled Entities

Hierarchy Enabled Entities

  • Business Units are not supported.
  • Only 1:N relationships can be enabled to be hierarchical (Not supported for N:N)
  • Hierarchical settings can be included in Solutions.
  • Record data displayed in tile is from ‘Quick View Form’. Only 4 fields are displayed on a tile excluding Sub-grids & IFrames.
  • Querying Hierarchical Data
    • New commands added in ‘FetchXML’ and ‘Condition Expression’ of ‘Query Expression’, to query Hierarchical data.
    • Querying Hierarchical data not supported with OData end point.
Query Hierarchy Data - New Commands

Query Hierarchy Data – New Commands

  • A new RowAggregate called ‘CountChildren’ has been added which returns Count of Child records for the Current record.
Hierarchy Visualization - Get Child Records Count

Hierarchy Visualization – Get Child Records Count

🙂