Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Users by admins, makers, or analysts | Aug 2025 | - | Oct 2025 |
Business value
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 large, complex customers to your sellers in a simple and intuitive visualization helps them understand these large customers and maximize opportunities.
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.
Feature details
With the Hierarchical Relationship Visualizer, your sellers can view and work with data in a convenient parent-child visualization.
Configurable
- Admins define hierarchy views for their teams. The feature currently supports single-table hierarchies, with support for multiple-table complex hierarchies coming later in the year.
- 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.
Planned releases
- The v1 hierarchy control preview supports single-table hierarchies.
- The v2 hierarchy control preview adds support for multitable complex hierarchies.
