web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Icon to indicate account has a parent or child account (new hierarchy visualization)

(0) ShareShare
ReportReport
Posted on by 265
Hi,
 
Since it's release as part of 2025 wave 2, I have created new Visual Hierarchy configurations for the Accounts table and users are now able to see these.
 
One thing that is still missing as far I can see, is a method for users to quickly identify the accounts which have a Hierarchy to view - of course before the old hierarchy was deprecated we had the org chart icon to the left of the Account Name in the the Accounts view to show this, is there anything to indicate this with the new visualizations?
 
To help so far I have created a view that only shows accounts which have child accounts. Does anyone else have any creative way of indicating that an Account is part of a hierarchy in a visual way?
 
Thanks
Categories:
I have the same question (0)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Rishabh Kanaskar Profile Picture

Rishabh Kanaskar 235

#2
MVP-Daniyal Khaleel Profile Picture

MVP-Daniyal Khaleel 175

#3
Tom_Gioielli Profile Picture

Tom_Gioielli 156 Super User 2025 Season 2

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans