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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Account Hierarchy
Customer experience | Sales, Customer Insights,...
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Account Hierarchy

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Posted on by Fatma_Hamed 30

Hello All,

I need to display this account hierarchy in the account form itself as a section is there any method to do this?

Account-parent.JPG

Note: I am using on premise version. 

Regards,

  • empath-e CRM Profile Picture
    empath-e CRM 1,136 on at

    Hi Fatma,

    So you want to move the Child Accounts grid from the Account Details tab to the main Account Summary form?

  • Fatma_Hamed Profile Picture
    Fatma_Hamed 30 on at

    Hi Adam,

    No, I want to display the parent-child tree itself as the image in a section in the account form ( I updated the post) or show the parent-child records as drill down list.

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