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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

View Hierarchy on Unified Interface Dynamics 365 v 9.0 On Premise

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Posted on by 66

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?

  • Suggested answer
    AJ-22040756-0 Profile Picture
    on at
    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 Profile Picture
    66 on at
    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!

  • Suggested answer
    AJ-22040756-0 Profile Picture
    on at
    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:
    But this feature will be implemented into the new Wave 2 environments and will be a part of the new October Release of CRM.

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