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View Hierarchy on Unified Interface Dynamics 365 v 9.0 On Premise

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Posted on 24 Apr 2020 00:16:22 by anifarap

We are using Dynamics 365 v9 On Premise Customer Engagement.

Using the Web Interface we are able to see the button for View Hierarchy of Accounts and other entities with hierarchy.

But on the Unified Interface this button is missing. Is this removed from the Unified Interface? How do we show this button or enable the functionality in the Unified Interface?

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AJ-22040756-0 on 27 Apr 2020 at 04:05:06

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RE: View Hierarchy on Unified Interface Dynamics 365 v 9.0 On Premise

Hi Partner,

The Advance find Feature and other stated should be available with 9.1 for on-premise, however not sure about the timeline when the 9.1 is going to be release for on-premise

Reference link:

community.dynamics.com/.../dynamics-365-v9-1-onpremise

community.dynamics.com/.../advanced-find-in-unified-interface-with-v9-onpremise
anifarap 66 on 24 Apr 2020 at 13:49:40

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RE: View Hierarchy on Unified Interface Dynamics 365 v 9.0 On Premise

Hi Akash,

Thanks for the reply. I was actually referring to On-Premise Unified Interface which I noticed also do not contain Advanced Find, Sharing features and probably others which is available in the Legacy Interface.

Thanks!
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AJ-22040756-0 on 24 Apr 2020 at 06:21:33

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RE: View Hierarchy on Unified Interface Dynamics 365 v 9.0 On Premise

Hi Partner

This is known behavior and is not implemented yet into the UCI interface. The only possible way at the moment, is to select a record (or open a record with parental connection) and click on the top ribbon button "View Hierarchy".

More information, you will find at the following document article:

- docs.microsoft.com/.../hierarchical-relationship

But this feature will be implemented into the new Wave 2 environments and will be a part of the new October Release of CRM.

- docs.microsoft.com/.../preview-october-2019-updates