Contact relationships - Hierarchy

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Do you know if in CRM there is a way to view contact relationships? similar to the hierarchy function of accounts - I'd like a way to see that on a Contact level.

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RakeshJ on at

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RE: Contact relationships - Hierarchy

Hi Angie,

You have to create 1:N self-referential relationships with Contact entity.

Then, navigate to Settings > Customization > Customize the System > Entities > Contact > Hierarchy Settings.

Click on New to create new Hierarchy settings for Contact. In my org, I created this 1:N relationship between contact entity where ContactTest is the field based on which Hierarchy is defined.

Once created, click on "Mark a relationship as enabled for hierarchies" and mark that relationship.

Once completed, add the custom field on Contact form which you created while creating the 1:N relationship, in my case it is "ContactTest" > Save and Publish.

Populate the value in that custom field and then you should see "View Hierarchy" in command bar and should be able to see the hierarchy details as below :

If this is helpful, kindly mark this as verified.

Regards,

Rakesh

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Community Member on at

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RE: Contact relationships - Hierarchy

Would your solution solve this outcome? For all contacts in CRM?

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RakeshJ on at

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RE: Contact relationships - Hierarchy

Yes, sharing my lab -

In my above given solution ContactTest contains the parent record. So fill the same value in my scenario "Patrick" in ContactTest as shown below in three contact records and open Patricks contact record and click on "View Hierarchy"

Kindly mark this as verified, if this is helpful

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CRMJetty 3,512 on at

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RE: Contact relationships - Hierarchy

Hi Angie Montgomery,

In regards to your query, you may create lookup field with contact record type in contact entity. After that you will add sub gride in for created contact to contact relationship (lookup).

To create lookup, refer below link:

https://www.youtube.com/watch?v=VwF9O2AOmEw

To add sub gride in form, refer below link:

https://www.websan.com/blog/item/714-sub-grids-in-dynamics-365-everything-you-need-in-one-place

I hope it helps,

Thanks.

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365

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