Attention Dynamics 365 users!
Microsoft has announced that it will be deprecating the Hierarchy Control feature in October 2025, leaving many CRM users without a way to easily visualize parent-child relationships within their data.
But don’t worry, Map My Relationships has you covered!
Introducing Hierarchy View—a new feature designed to seamlessly fill the gap, making data visualization and navigation simpler and more intuitive than ever.
Let’s dive in!
What is Map My Relationships?
Imagine this: A visualization tool that effortlessly connects the dots between your CRM records—relationships, connections, and all the important information—laid out for you like a mind map. Map My Relationships helps you visualize key CRM data in a simple, intuitive layout, saving you tons of time and clicks.
Meet the Game-Changer: Hierarchy View
So, what’s the big deal with the Hierarchy View?
Think of it as your CRM’s secret weapon to easily manage those parent-child relationships in a tree-like structure. It takes all the confusion out of navigating complex data—making it clearer, simpler, and ultimately faster to understand.
Here’s how it works:
- Create Associated Records: Imagine you need to add a new child record. With the Hierarchy View, you don’t have to manually link it—it’s done automatically under the right parent record. Quick and hassle-free!
- Quick Activity: Need to create tasks, emails, or phone calls? No problem! Just a few clicks, and voila, your activity is linked to the right record instantly.
- Run On-Demand Workflow: Ever wish you could trigger a workflow without leaving your screen? Now you can! Execute workflows directly from the Hierarchy View.
Why Does Hierarchy View Matter in CRM?
CRM data often comes with complex record relationships that can get overwhelming—especially when dealing with multiple accounts, contacts, or opportunities. But with Hierarchy View, everything is neatly organized in a parent-child relationship structure. This clear visualization lets you see how everything’s connected at a glance. No more jumping between screens or trying to remember what’s linked to what!
Example: If you’re managing an Account with multiple Contacts and Opportunities, Hierarchy View lays it out in an easy-to-read format, so you’ll never lose track of a key relationship again.
Key Benefits of Hierarchy View:
- Improved Organization: See all your data relationships laid out clearly, like a tree, so you can quickly understand connections.
- Time-Saving Efficiency: Add records and tasks without leaving your workspace—no more searching through menus or screens.
Conclusion
The new Hierarchy View simplifies complex CRM data, making it easy to navigate. Say goodbye to clunky interfaces and focus on what really matters—building relationships and growing your business. Hierarchy View in Map My Relationships is here to help!
Don’t just take our word for it—experience the power of Hierarchy View today.
Try it out by downloading a 15-days free trial from our website or Microsoft AppSource.
Discover more features of Map My Relationships and see how they can enhance your CRM experience!
For more information, please contact at crm@inogic.com.
PS. Check out another of our visualization apps – Kanban Board, and simplify task tracking with its dynamic, card-based design!