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Microsoft Dynamics CRM (Archived)

Cannot edit the hierarchy tile view in CRM

Posted on by 60

Hi

I make changes to quick view set for the hierarchy accounts , yet it does not show.

I cannot mark the relationship as enabled for editing as it does not show.

We are operating CRM 2016 V8.2 On premise

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  • Aleia Stickley Profile Picture
    Aleia Stickley 60 on at
    RE: Cannot edit the hierarchy tile view in CRM

    Hi Kokulan,

    Thank you for your reply.

    The form is set correctly with the right fields;

    7288.temp2.PNG 

    7288.temp2.PNG

    The relationship is not showing in the mark relationship as enabled.

    Will this have an impact? Not sure how to fix this?

    7288.temp3.PNG

  • Suggested answer
    Kokulan Profile Picture
    Kokulan 18,048 on at
    RE: Cannot edit the hierarchy tile view in CRM

    Hi

    Please make sure you have updated the correct quick view form, please see below as to how you can check that you updated the correct form

    ScreenClip-_5B00_653_5D00_.png

    Please remember only first 4 fields will be shown as the Tile view does not support more than 4 fields 

    "Maximum number of fields that can be displayed in a tile is four. If you add more fields to the Quick Form that is used for the tile view, only the first four fields will be displayed"

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/query-visualize-hierarchical-data

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