Thursday, March 5, 2015

MSCRM 2015: Account Hierarchical Structure

Microsoft Dynamics CRM 2015 has some exciting new features!  One that I especially like is the ability to view the hierarchy of a record and its parent child records.

Here's how it works.  In the Accounts area, if you see this icon next to an Account name:

...there are related Accounts.  Click on the icon to view the related Accounts and the hierarchical structure:



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