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Microsoft Dynamics CRM (Archived)

Modify Product Hierarchy

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Posted on by 79

Is it possible to add a customized entity to the product hierarchy for example:

Product Family > Product Model > Product

:O)

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  • Verified answer
    LuHao Profile Picture
    40,892 on at

    Hi Magstar1977,

    • If you want to create 1:N entity relationships between Product (Product Family) and Product Model, then we can do it.

    Please refer to this article to know how to create or edit 1:N relationships between entities: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/create-and-edit-1n-relationships

    • If you want to display Product Family > Product Model > Product in the one Hierarchy view, unfortunately we can't do it.

    Because the Hierarchy view only supports parent-child relationship between the same entity. For example, Primary Account > Sub Account, this is OK. However, Product and Product Model are two different entities.

    Note that Product Family is actually the Product entity, so we can see Product Family and Product in the Hierarchy view.

    Please refer to this article to know how about hierarchical: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/basics/hierarchical-relationship

    Hope this helps.

    Best Regards,

    Lu Hao

  • LuHao Profile Picture
    40,892 on at

    Hi Magstar1977,

    Is your problem solved? Any other questions?

    Don't forget to mark the verified answer, which will help other users with the same theme.  :)

    Best Regards,

    Lu Hao

  • Cpmt1977 Profile Picture
    79 on at

    Thanks very much Lu - I thought I had completed - much appreciated

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