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Microsoft Dynamics 365 | Integration, Dataverse...
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Wave 2 - 2025 Visualize and work with hierarchical accounts enabling

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Posted on by 10
hi all,
 
follow the MS announcement that is a new feature regarding the account hierarchy visualization, we installed the wave 2 - 2025 in our QA environment
how do i enabling the new account hierarchy visualization feature? because after the installation it's looks the same and according to the reference the admin should enable the feature prior to configure it
 
 
thanks !!
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  • Suggested answer
    DAnny3211 Profile Picture
    11,417 Super User 2026 Season 1 on at

    Hi DF-00601038-0,

    To enable the account hierarchy visualization feature introduced in Wave 2 - 2025, follow these steps:

    1. Feature Management: Go to Feature Management in your environment (search for "Feature Management" in the global search).
    2. Find the Feature: Look for the feature titled “Visualize and work with hierarchical data from multiple tables”.
    3. Enable the Feature: If it's listed as "Not Enabled," click on it and choose Enable. You may need to refresh the environment or log out and back in.
    4. Configure Hierarchies: Once enabled, go to the relevant module (e.g., Accounts or Customers) and configure the hierarchy settings under Advanced Settings > Hierarchy Settings.
    5. Permissions: Ensure your user role has the necessary permissions to view and configure hierarchy visualizations.

    Let me know if this helps!
    If the answer was useful, please mark it as helpful so others can benefit too. 😊

    Best regards,
    Daniele Incalza

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