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Visual hierarchies enable your sellers to view and work with data graphically.

Single table (self-referential) hierarchies

Unlock the ability to show a hierarchy of records from a single table, such as a hierarchy of accounts. Any standard or elastic table in Dataverse with a self-referential relationship can be displayed as a hierarchy.

Multi-table hierarchies

These advanced capabilities allow you to create hierarchies that use:

Multiple tables in a single hierarchy, such as an account with a child group of contacts that each have a child group of opportunities under each contact.
Different views of the same table in a hierarchy, such as showing a group of open opportunities under an account and a separate group of closed opportunities under the account.
Different types of table relationships, including 1:Many and Many:Many relationships.
Row-level relationships using the Dataverse connection table, allowing you to filter relationships using Views or connection Roles.
Your own custom connection tables, allowing you to display your own flexible custom relationship patterns.
Hybrid hierarchies that mix self-referential relationships with cross-table relationships, creating complex hierarchies that visualize your data exactly the way you choose.

Configurable

Admins define hierarchy views for their teams. The feature currently supports single-table hierarchies, with support for multiple-table complex hierarchies coming later.
Customize what data appears on each tile, along with the size, color, and picture or icon. You can show up to seven fields on each tile to create the perfect view for your sellers.
Define hierarchies by using relationships in your data. You can use single-table (self-referencing) relationships, cross-table relationships, or the Dataverse Connections table for flexible relationships between any two records.

Intuitive

Zoom in and out and expand and collapse branches so you can efficiently work with customers of all sizes.
Switch between vertical and horizontal display modes to optimize the view based on the shape of the hierarchy.
Select a tile to open the details form in a side pane, so you can make updates, add meeting notes, and make other edits without leaving the hierarchy view.

Getting started

When signed in to Sales Hub, an admin can select Visual hierarchy in the App settings menu to go to the hierarchy designer. The admin will design and publish a hierarchy to their organization. Once published, sales team members viewing a form or grid for the table with the hierarchy can select View hierarchy on the command bar to open the hierarchy view for that record. View hierarchy is added by default to the forms and grids for the Contact, Opportunity, Lead, and Account tables.

For other tables, administrators must perform steps to add the button. Hierarchies can also be displayed on a tab in a form. If that is the first tab, the hierarchy view becomes the default view your teams can interact with. Users must be granted access to hierarchies using the Power Platform admin center, allowing you fine-grain control over which users or groups can view a hierarchy as needed.

22:T4ec,

When your large customers have multiple accounts, contacts, locations, and other related data, sellers can miss important customer opportunities and signals. A seller might not see the recent win in another region or notice an influential decision maker is unhappy with a related project. Presenting data hierarchically allows your organization to see, understand, and act on data in its relational context quickly and effectively.

The new Hierarchy control in Dynamics 365 Sales provides your organization with an intuitive visualization of your data. With this view, sellers can see important connections, such as common decision makers, and quickly take action with less effort. Define custom visualizations for your sellers and other teams that highlight the most important data and relationships for your customer's accounts, people, opportunities, and custom tables like householding and financial instruments. A hierarchical visualization lets your sellers and other team members see your customer's organization like never before. Because the hierarchy view provides full editability of the records you choose to display, your team can easily view, edit, and update customer information right in context without leaving the visualization.

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