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Customer experience | Sales, Customer Insights,...
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hierarchy not seen on parent-account

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Posted on by 386

Hi

Button/form not seen on the account

One environment looks like this

Server version: 9.2.21064.00148

pastedimage1629299614174v1.png

Other environment this is missing 

Version 1710 (9.2.21073.140) online

pastedimage1629299658604v2.png

Thank you

I have the same question (0)
  • slx Profile Picture
    386 on at
    RE: hierarchy not seen on parent-account

    all looks the same, relationship, settings, fields etc

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: hierarchy not seen on parent-account

    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:

    pastedimage1629345703203v1.png

    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:

    pastedimage1629346315376v2.png

     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.

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: hierarchy not seen on parent-account

    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.

    pastedimage1629688184608v1.png

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

    pastedimage1629688382040v2.png

    Then you can view following:

    pastedimage1629688465537v3.png

    Regards,

    Leah Ju

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

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