Is there are tool within CRM 2011 that allows users to view the hierarch of organisations (e.g. Parent-Child {Customer}) OR Parent-Associate (something like a tree diagram or indentations in the list view of organisations?

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Posted on by sudha maheswari

Is there are tool within CRM 2011 that allows users to view the hierarch of organisations (e.g. Parent-Child {Customer}) OR Parent-Associate (something like a tree diagram or indentations in the list view of organisations?

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Drew Poggemann 4 on at

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Hi Sudha, This does exist in 2015 but not out of the box in 2011. There is a solution option here. See the following link: blogs.msdn.com/.../microsoft-dynamics-crm-2011-hierarchical-treeview-version-0-1.aspx

Thanks,

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Mahendar Pal 45,095 on at

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Another one is here in Codeplex: relationshiptree.codeplex.com

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Aileen Gusni 44,524 on at

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Hi Drew

Just an addition

You can use visio once you get the flat data.

Thanks

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