Customer experience | Sales, Customer Insights,...

hierarchy not seen on parent-account

(0) Share

Report

Posted on by slx

386

Button/form not seen on the account

One environment looks like this

Server version: 9.2.21064.00148

Other environment this is missing

Version 1710 (9.2.21073.140) online

Thank you

I have the same question (0)

All responses (3)

Answers (0)

slx 386 on at

Like (0)

Report
Copy link

Link copied!

all looks the same, relationship, settings, fields etc

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (1)

Report
Copy link

Link copied!

Hi slx,

To configure an entity for hierarchy visualization – there is a new area in the entity components called 'Hierarchy Settings', maybe you can check it firstly:

And the you mentioned that you can view hierarchy icon in 9.2.21064.00148 Version not in 9.2.21073.140 Version.

In my environment, i can view icon in account list:

So it may be a version issue, you can open the ticket with Microsoft and ask for support.

https://admin.powerplatform.microsoft.com/support

Also, I found two threads with similar problems:

Solved: Hierarchy icon no longer showing in list views - Power Platform Community (microsoft.com)

(+) Missing icon of Hierarchy view Accounts in Unified Interface - Dynamics 365 Sales Forum Community Forum

Regards,

Leah Ju

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

Was this reply helpful? Yes No
Suggested answer

Community Member on at

Like (0)

Report
Copy link

Link copied!

Hi slx,

After my testing, it is indeed a matter of upgrading the version.

When i upgrade to newest version: 9.2.21073.00141, the hierarchy icon did disappear from the view.

You need select the record and click the 'View Hierarchy ' button:

Then you can view following:

Regards,

Leah Ju

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

Was this reply helpful? Yes No