Rajeev Pentyala – Microsoft Power Platform

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 Hierarchical View

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

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

• 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

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

Hierarchy Visualization – Get Child Records Count

🙂