A new feature has been introduced in Microsoft Dynamics CRM 2015 is Visualization of Hierarchy of records. This allows the users to see a particular record fits in within the Parent/child relationship for a given entity. This feature is enable for System and custom entities.
Here is an example for hierarchy visualization for custom entity called mtc_project.
Create 1:N Self Referential relationship as mtc_mtc_project_mtc_project and select hierarchy as Yes as shown below.
For self relationship one field will be create as shown below in red color. You need to add this field on the Project form.
Then only it will shows the Parent/child relationship.
Now navigate to Hierarchy settings as shown below in the screenshot.
Click on New.
Enter the schema name and you can able to create a quick view form by clicking on the create New.
At this stage, any other existing self-referential can also be marked as Hierarchical Relationship. This can be achieved by clicking on “Mark a relationship as enable for hierarchies”.
Click on Mark Hierarchical. This will turns the is Hierarchical field from False to True.
Click on Done.
This will completes the configuration for hierarchy. Now navigate to the Project entity.
Create Project records and the relationship for parent and child.
You can notice an icon in front of record. This indicates this record have Hierarchical relationship.
Open the Record Click on icon to view Hierarchical relationship.
Select the record and click on View hierarchy to show the relationship.
The relationship will be showed as below. As per the below screenshot Project 5 and Project 6 are child records to Parent Project 1.
