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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Microsoft Dynamics CRM (Archived)

Hierarchy display shows inactive accounts

(0) ShareShare
ReportReport
Posted on by

I have a new clean sheet version of CRM Online with the 2015 code.

When I view accounts in Hierarchy view the Inactive Accounts are showing. Is there anyway to hide them. As this is based on a relationship I don't seem to be able to edit any criteria.

*This post is locked for comments

I have the same question (0)
  • Community Member Profile Picture
    on at

    Hello Elderor:

    You could just take that inactive Account out of the Parent.

  • Suggested answer
    PS Profile Picture
    23,577 on at

    Hi Elderor,

    As suggested by Damon, you might need to remove Parents from them.

    As this is a new feature, it is expected to get resolved may be in first update rollup (assuming its important)

  • Community Member Profile Picture
    on at

    Yeah thanks. My particular application requires the inactive account to maintain the parent relationship for historical reference.

    Hopefully it is something that is deemed not expected and will be fixed. Still looking for a work around without deleting the data.

    Cheers.

  • Suggested answer
    Aileen Gusni Profile Picture
    44,524 on at

    Elderor,

    Understand your concern here.

    So far I know, No filter criteria of this hierarchy visualization, so dont think it can be configured.

    Hm..You should give feedback to MS.

    https://connect.microsoft.com/

    Thanks.

  • Suggested answer
    Aileen Gusni Profile Picture
    44,524 on at

    Elderor,

    So far I know, No filter criteria of this hierarchy visualization, so dont think it can be configured.

    Hm..You should give feedback to MS.

    https://connect.microsoft.com/

    Thanks.

  • Community Member Profile Picture
    on at

    This is not fixed at this moment, is it? 

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…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > 🔒一 Microsoft Dynamics CRM (Archived)

#1
SA-08121319-0 Profile Picture

SA-08121319-0 4

#1
Calum MacFarlane Profile Picture

Calum MacFarlane 4

#3
Alex Fun Wei Jie Profile Picture

Alex Fun Wei Jie 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans