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How do I enable view hierarchy for the Goal entity?

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Posted on by CU01081947-0 4

Hello Dynamics 365 Community,

I would really appreciate some help please.

I am working with the Goal entity, and when I am looking at a Goal, I see a button is greyed out called "View Hierarchy". Does anyone know if this is possible to enable? See image below.

7455.View-Hierarchy-option-not-available-for-Goals.png

I was hoping it would be like the Account hierarchy, e.g. parent and child Accounts. One thing I've noticed which is different is when I go to:

Settings > Customizations > Customize the System > Entities > Accounts, I see at the bottom there is an option called "Hierarchy Settings". I cannot see this option in the Goal entity section.

I've never worked with Goals before. I think this is a superb feature in Dynamics 365, and having the Goals in a hierarchy like the Account entity has would be fantastic.

Any help would be greatly appreciated. Thanks in advance.

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  • CU01081947-0 Profile Picture
    CU01081947-0 4 on at
    RE: How do I enable view hierarchy for the Goal entity?

    Hello Feridun,

    Thanks for the informative and speedy reply. I really appreciate your help. That is a shame this cannot be enabled.

    I had a quick look in the ideas forum, but couldn't find any idea about this, so I've posted one, see below URL:

    experience.dynamics.com/.../idea

    If anyone stumbles across this question and likes the idea, please vote it up.

    Thanks very much!

  • Verified answer
    Feridun Kadir Profile Picture
    Feridun Kadir 1,705 Most Valuable Professional on at
    RE: How do I enable view hierarchy for the Goal entity?

    Hierarchy settings are available for all custom entities but only some out of the box entities, and goals is not one of them.   However, goals do have a hierarchical structure in terms of parent goals as described here, msdn.microsoft.com/.../gg309258.aspx. You jsut can't turn on hierarchy visualizations for goals in the same way that you can for accounts.

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