All about Hierarchy Visualizations in CRM 2015

The two most awaited things that Microsoft has introduced in CRM 2015.

 

  1. Hierarchy Visualizations: It gives you the ability to see the insight of any record in a hierarchical manner. The best thing about this, it is not restricted to the account entity only, you can even setup this for custom entities as well.
  2. Hierarchy Security: In earlier versions we could only setup the security in CRM, based on User or Team Security Roles and sharing particular records between users or teams. But it was always felt that there should be a way for Managers to easily work or view their subordinate’s items. And in CRM 2015 we can achieve this by using Hierarchy Security.

 

This blog will explain all about Hierarchy Visualizations, and in a subsequent blog we will explain about Hierarchy Security.

 

Hierarchy Visualizations:

We can get valuable business insights by visualizing hierarchically related data. And it gives you a number of benefits

 

  • View and explore complex hierarchical information.
  • View key performance indicators (KPIs) in the contextual view of a hierarchy.
  • Visually analyze key information across the web and tablets.

 

In the below screen, you can see the Hierarchy of an entire “Contoso Corporation” organization.

blog-1

 

And Microsoft has enabled the Hierarchy for Tablet clients as well. As shown below.

blog-1-1

Some Important points for Hierarchy Visualizations:

 

  • Hierarchy Visualization is controlled by relationships, and specifically self-referential relationships. It means that the primary entity and the related entity must be the same.
  • Only one (1: N) self-referential relationship per entity can be set as hierarchical. In this relationship the primary entity and the related entity must be of the same type, such as account_parent_account.
  • Can’t change hierarchy relationship for OOB entities.
  • Business unit is not enabled for Hierarchy Visualizations.
  • Custom entities are supported.
  • Only the first 4 fields of the Quick view form will be displayed on the KPI tile in hierarchy.
  • Only the Quick view form is supported for the KPI tiles in hierarchy.
  • Only the following OOB entities are enabled for hierarchy visualization. You can’t enable other OOB entities.

blog-1-2
Using Advanced Find or the CRM API, you can query data in CRM.

 

Hierarchical data structures are supported by self-referential one-to-many (1:N) relationships of the related records. In the past, to view hierarchical data, you had to iteratively query for the related records. Now, you can query the related data as a hierarchy, in one step. You’ll be able to query records using the Under and Not Under logic. The Under and Not Under hierarchical operators are exposed in Advanced Find and the workflow editor as well.

blog-1-3
The below image represents this, what result you will get, when you do the Query on the Hierarchal data.

blog-1-4

How to setup Hierarchical Visualization for a custom entity:

For a custom entity like new_widget, you need to create (1:N) self-referential relationship like new_new_widget_new_widget and mark it as hierarchical, as shown here.

blog-1-5

To change the Hierarchy Visualization settings, you need to go to the Solution, and under the new_widget entity, go to the Hierarchy Settings. There you can setup the Default Quick view form. As shown below.

blog-1-6
After entering the Hierarchy Settings for the Widget entity, you will be able to see the hierarchy representation.

blog-1-7

blog-1-8
Hence it seems, that Hierarchy Visualization is a very powerful function, with which to view the insight of a record. But it still seems that one thing is missing; we can’t setup Visualization for cross entity relationships.

 

For example, you can depict the account hierarchy showing accounts at multiple levels, but you can’t show accounts and contacts in the same hierarchy visualization.

 

We hope that Microsoft will enable this functionality for cross entity relationships in near future.

 

I hope this has helped!!!

In Next blog we will discuss details about Hierarchy Security.

Like & Share us on :
Facebook
Google+
https://education.ecleva.com/blog/crm/all-about-hierarchy-visualizations-in-crm-2015/
LinkedIn
10 Comments
  • health education

    July 6, 2017 at 1:59 am Reply

    Thank you a lot for sharing this with all of us you actually understand what you’re talking approximately! Bookmarked. Kindly also consult with my website =). We could have a hyperlink exchange arrangement among us
    health education http://healthhint.eu/

  • best medical websites

    July 5, 2017 at 5:06 am Reply

    Good day! I know this is kind of off topic but I was wondering which blog platform are you using for this website? I’m getting sick and tired of WordPress because I’ve had problems with hackers and I’m looking at alternatives for another platform. I would be awesome if you could point me in the direction of a good platform.
    best medical websites http://healthhints.eu/

  • free finance advice

    July 3, 2017 at 10:25 pm Reply

    I really like your blog.. very nice colors & theme. Did you make this website yourself or did you hire someone to do it for you? Plz reply as I’m looking to create my own blog and would like to know where u got this from. appreciate it
    free finance advice http://financehints.eu/

  • best financial planning tools

    July 2, 2017 at 11:36 pm Reply

    bookmarked!!, I really like your website!
    best financial planning tools http://financepoints.eu/

  • finance advice

    July 2, 2017 at 3:24 am Reply

    Its like you read my mind! You appear to know a lot about this, like you wrote the book in it or something. I think that you can do with some pics to drive the message home a little bit, but instead of that, this is fantastic blog. An excellent read. I will definitely be back.
    finance advice http://financetip.eu/

  • dep of education

    June 30, 2017 at 1:30 am Reply

    Excellent site you have got here.. It’s difficult to find high quality writing like yours these days. I honestly appreciate people like you! Take care!!
    dep of education http://learningclue.eu/

  • education online courses

    June 29, 2017 at 3:35 am Reply

    You are so interesting! I do not suppose I’ve read a single thing like that before. So good to discover somebody with some genuine thoughts on this topic. Seriously.. many thanks for starting this up. This website is one thing that is needed on the web, someone with a little originality!
    education online courses http://educationhints.eu/

  • educational websites for students

    June 28, 2017 at 12:24 am Reply

    You have made some good points there. I checked on the net for more info about the issue and found most individuals will go along with your views on this website.
    educational websites for students http://studypoints.eu/

  • employment law advice

    June 25, 2017 at 5:01 pm Reply

    Your style is so unique compared to other people I have read stuff from. I appreciate you for posting when you’ve got the opportunity, Guess I will just book mark this site.
    employment law advice http://employmentclue.eu/

  • Chaas

    April 7, 2017 at 5:40 am Reply

    The answer of an exrtpe. Good to hear from you.

Post a Comment