Managing interconnected customer and business data can become challenging when information is spread across multiple records, tables, and CRM views. Microsoft Dynamics 365 CRM stores valuable information about accounts, contacts, opportunities, cases, and other business records, but understanding how these records relate to one another is not always straightforward. This is where hierarchy control Dynamics 365 capabilities can provide a more visual and structured way to explore CRM relationships.

A hierarchy view allows users to understand parent-child relationships through a visual structure rather than navigating through individual records. For sales teams, CRM administrators, customer service professionals, and account managers, this can make it easier to understand organizational structures, account relationships, and connected records. The linked Inogic article, “Dynamics 365 CRM Hierarchy Control vs Map My Relationships Hierarchy View,” explores the differences between Microsoft's native hierarchy functionality and the Map My Relationships solution from Inogic.