Microsoft Dynamics CRM (Archived)

Dynamics 365 Hierarchical relationships

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Posted on by Rahul-Waghmare

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Hi Experts,

Hierarchical relationships are self-referential one-to-many relationships.

My question here is, can we define hierarchy relationship for 2 entities, say we have XYZ Account in our system, for this account we have multiple contacts say A,B,C,D,E,etc. so can we define hierarchy of this contacts and show it on Account record level, any customized way if possible.

Regards,

Rahul

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Clem 2,541 on at

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Hi,

The hierarchy is only working for a self referential relationship as you mentioned.

If you want to accomplish the hierarchy between account and contacts, you will have to go for a full customized html page which could be embedded in your crm.

Clément

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sandeepstw 4,601 on at

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Hi Rahul,

You can't achieve it by default settings, so you have to do some customization. Please refer these links -

www.powerobjects.com/.../microsoft-dynamics-crm-2015-custom-hierarchies

www.preact.co.uk/.../account-contact-hierarchies-in-microsoft-dynamics-crm-2015

These will help you to setup Hierarchical relationships.

Please mark as verified if helps.

Thanks,

Sandeep

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gdas 50,091 Moderator on at

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Hi Rahul ,

Your understanding is correct, hierarchical view can be implemented for self referential which can be display only for particular record . There is no OOB functionality to display the hierarchy of related data .

Seems you need o create custom html UI for that , there is no other options.

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Rahul-Waghmare 990 on at

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Thanks All,

Will try to accomplish it using customization, one more thing if you can answer, can I get the url of Hierarchy Representation view?

Regards,

Rahul

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Clem 2,541 on at

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The link would be something like :

org.crm4.dynamics.com/.../hierarchy.aspx;oId=%7bGUIDOFRECORD%7d&pagemode=iframe

Regards,

Clément

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Rahul-Waghmare 990 on at

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Thanks Mate..!!

I got the actual url from fiddler, then I created HTML web resource and placed it on Account Form and passed the value of Primary Contact to the below url and it worked!!

https://********.dynamics.com/_root/hierarchy.aspx?etc=2&oId=%7bGUID_of_PRIMARY_CONTACT%7d&pagemode=iframe&sitemappath=SFA%7cCustomers%7cnav_conts

Regards,

Rahul

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