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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Create a Hierarchy Vie...
Microsoft Dynamics CRM (Archived)

Create a Hierarchy View within the Parent Account

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Posted on by Community Member

Hello,

I'm working to add a sub-grid to my account pages within CRM that has a running list of any child account connected to the parent. What are the steps I would need to take to create this within the CRM environment?

Thanks in advance

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    TheMarkChristie Profile Picture
    TheMarkChristie 10,328 Moderator on at

    Hi Spencer,

    Have you created the Hierarchy Settings? If so you would just need to create a subgrid that shows only related records to the parent

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