Introducing Hierarchy View: The Best Alternative to Deprecating Hierarchy Control in Dynamics 365

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Big changes are coming to Microsoft Dynamics 365 CRM!

As of October 2025, Microsoft will officially deprecate the Hierarchy Control feature—the tool many CRM users rely on to visualize parent-child relationships between records like Accounts, Contacts, and Opportunities.

But there’s good news: Map My Relationships app has the perfect solution to fill that gap.

Introducing Hierarchy View—a modern, visual way to manage record hierarchies inside your CRM. Built as an enhancement for Dynamics 365, it offers better control, deeper insights, and faster navigation, no matter how complex your data relationships are.

What is Map My Relationships?

Map My Relationships transforms your CRM into a visual relationship hub. Instead of digging through tabs or jumping between views, you get a mind map-style dashboard that displays all related records—Accounts, Contacts, Opportunities, custom entities, and more—on a single, interactive screen.

With Map My Relationships app, you can:

  • View connected records at a glance
  • Execute actions (like tasks, workflows, emails) in a few clicks
  • Spend less time navigating, and more time building relationships

Why Is Hierarchy View a Big Deal?

With Microsoft retiring the classic Hierarchy Control, users need a seamless way to visualize parent-child relationships in CRM data. Hierarchy View offers just that. It organizes your records into a clear, tree-like structure, so you can easily identify how records are related and act without getting lost in a maze of lookups and subgrids.

Key Features of Hierarchy View in Map My Relationships

Here’s what makes Hierarchy View a must-have CRM visualization tool:

1. Create Associated Records

Need to add a new child record to a parent? No extra steps needed. Hierarchy View links it to the right parent—keeping your data structured without the hassle.

Example: Add a new Contact directly under an Account, and it’s auto-linked.

2. Quick Activity Creation

Create tasks, phone calls, or emails from within the view—no navigation required. Just click and go.

Example: Need to follow up on a key Opportunity? Start a task or send an email instantly from the hierarchy.

3. Run On-Demand Workflows

Running workflows from your CRM should be simple. With Hierarchy View, you can trigger on-demand workflows directly from the interface—saving you time and effort.

Benefits of Using Hierarchy View

Boost Productivity: No more jumping between records. Everything is one click away.
Better Organization: See every record relationship mapped visually, instantly.
Smarter CRM Management: Spend less time searching and more time connecting.

Conclusion:
Consider Making the Switch Soon

With Microsoft deprecating Hierarchy Control in October 2025, now is the time to adopt a smarter, faster, more intuitive solution.

Hierarchy View in Map My Relationships offers everything you need to visualize, manage, and act on CRM relationships—without missing a beat.

Ready to See It in Action?

Start your free 15-day trial today—available on our Website or Microsoft AppSource.

Visualize better. Work smarter. Get started with Hierarchy View.

Contact us at crm@inogic.com

Check out our other Dynamics 365 visualization tools like Kanban Board to enhance task management with a modern, drag-and-drop experience!

The post Introducing Hierarchy View: The Best Alternative to Deprecating Hierarchy Control in Dynamics 365 appeared first on CRM Software Blog | Dynamics 365.

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