Dynamics 365 CRM Hierarchy Control: 5 Benefits Every CRM Admin Should Know

In the world of CRM, data visibility, navigation, and relationship mapping are critical for smooth operations. Yet many Dynamics 365 CRM admins still struggle with understanding how records are connected – especially in complex scenarios involving accounts, contacts, opportunities, cases, and custom entities.

Are you dealing with:

• Difficulty visualizing relationships between records
• Manual effort to track and manage related data
• Inefficient activity tracking
• No unified view to trigger workflows
• Limited navigation through parent-child hierarchies

If so, it’s time to consider the power of Hierarchy Control in Dynamics 365 CRM—a smarter way to manage, explore, and act on related data in one unified screen.

And if you want to take it even further, Map My Relationships, a visual mapping app by Inogic, goes beyond the out-of-the-box capabilities in Dynamics 365. It gives CRM admins a powerful top-down and bottom-up view of record relationships across entities, offering deeper insight and actionable context.

In this blog, we’ll explore 5 practical ways CRM administrators use the Hierarchy Control in Dynamics 365 CRM, and how Map My Relationships takes those capabilities to the next level for smarter, faster data management.

What is Hierarchy Control View in Dynamics 365 CRM?

Hierarchy Control View in Dynamics 365 CRM enables users to visualize and manage relationships between records using a tree-like structure. Instead of navigating between multiple records or views, you can easily trace parent-child relationships and understand how records are connected—whether you’re dealing with customer accounts, cases, or project hierarchies.



Visualize Complex Record Relationships Instantly

Without Hierarchy Control, CRM admins often struggle to trace how one record relates to another—especially in large accounts with multiple levels of related child records.

How CRM Admins Use It:

• View a complete tree structure of account > Parent account > Child account at a glance
• Quickly understand customer hierarchies and related engagement history

How Map My Relationships Helps:

• Displays all related entities (even custom ones) in a visual map
• Supports N-level child record navigation—click any record and see its N-level child relationships

Real-world scenario: A CRM admin needs to determine which associate record belongs to a global parent account. With Map My Relationships, they can instantly visualize the hierarchy and click into any layer, and explore details without switching tabs or losing context.   

Create Associated Records Without Manual Linking

Traditionally, adding related child records in Dynamics 365 means creating the record first and then manually linking it with the parent – a process that’s both time-consuming and prone to errors.

How CRM Admins Use It:

• Use Hierarchy Control View to directly add a child record under its parent
• Maintain parent-child relationships without extra steps

How Map My Relationships Helps:

• Offers an “Add Record” option from within the visual relationship map
• Automatically links the new record to the correct parent entity

Works seamlessly with custom entities for industry-specific requirements

Result: Faster data entry and fewer errors when onboarding new contacts, leads, or child accounts – all without leaving the relationship view.

Execute Quick Activities Right from the Map

Every CRM admin knows the hassle of creating repetitive activities – like logging follow-ups, calls, or tasks—by jumping between multiple records. This constant navigation breaks focus and slows down productivity.

How CRM Admins Use It:

• In Hierarchy Control View, create common activities (task, email, phone call without leaving the current record view.

How Map My Relationships Enhances Hierarchy Control View:

• Allows users to create any activity or action (not just the default three)
• Supports custom activities, workflows, or actions directly from the visual map

Allows faster engagement and task execution without unnecessary clicks

Use Case: When reviewing a hierarchy of customer cases in Dynamics 365 CRM, a support manager can schedule follow-up calls all without leaving the visual relationship map.

Run On-Demand Workflows Without Switching Screens

CRM admins often need to run workflows such as record updates, email alerts, or escalations— but typically have to open each record individually to execute them.

How CRM Admins Use It:

• Run On-Demand Workflows directly from the Hierarchy Control view

How Map My Relationships Adds Value:

• Trigger workflows from any node in the hierarchy map
• Execute bulk workflows for multiple selected records
• Supports custom workflows and Power Automate flows for flexible automation

Example: A CRM admin needs to update all opportunities under a specific account. With Map My Relationships, they can trigger the workflow instantly — without leaving the visual map or opening records one by one.

Drill into Upper-Level Hierarchies for Full Context

The default Hierarchy Control View supports basic downward navigation (parent > child), but often fails when users need to navigate upward or explore multiple levels deep in complex structures.

How CRM Admins Use It:

• Get a general top-down view, but often require multiple clicks and page changes to trace relationships

How Map My Relationships Excels:

• Navigate up the hierarchy using parent record icons
• Drill through N-levels of parent-child relationships effortlessly
• Stay on the same screen while tracing even the most complex relationship chains

Scenario: A project manager wants to see a project’s root account and its entire associated structure. With Map My Relationships, they can trace relationships from project → division → holding company — all without leaving the visual map.

Beyond Hierarchy Control: What Else Map My Relationships Offers:

In addition to enhanced Hierarchy view, Map My Relationships delivers a suite of powerful features to help Dynamics 365 CRM users understand, manage, and act on complex data relationships more effectively:

• 360° Visual Relationship Mapping
  Instantly view all related records—standard or custom—around a primary record in an interactive, configurable map.
• Multi-Entity & Complex Relationship Support
  Easily visualize N:1, 1:N, and N:N relationships across multiple entities, including activities and custom entities.
• In-Map Editing & Quick Navigation
  Update related records directly within the map and navigate seamlessly without switching between multiple screens.
• Drag-and-Drop Relatio nship Management
  Modify parent-child links using intuitive drag-and-drop functionality to restructure hierarchies effortlessly.
• Custom Display Rules & Role-Based Views
  Control which data appears using filters, icons, color codes, and restrict visibility based on user roles and permissions.
• Flexible Deployment with No-Code Configuration
  Embed maps as subgrids in forms, configure without coding, and integrate with other Inogic apps like User Adoption Monitor or Attach2Dynamics.

FAQ:

Q: What is Hierarchy Control in Dynamics 365 CRM?
A: It is a feature that displays related CRM records in a tree-style format making it easier for users to understand and navigate parent-child data relationships.

Q: Can I create related records from the hierarchy control?
A: Yes. And with Map My Relationships, you can do it even more efficiently — adding related records directly from the visual map with automatic linking to the correct parent entity.

Q: How do I visualize multiple levels of record relationships?
A: Map My Relationships allows you to drill into multiple parent and child levels from a single screen, providing a complete view of complex relationships without switching between different records or views.

Ready to Transform How You Manage CRM Relationships?

As a CRM admin, having a clear, editable, and interactive view of your data relationships isn’t just helpful—it’s essential. While Microsoft’s native Hierarchy control view had its time, tools like Map My Relationships by Inogic are redefining what’s possible inside Dynamics 365 CRM.

With features like 360° visualization, drag-and-drop editing, and support for multiple entity types, you gain complete control over even the most complex record structures—without writing a single line of code.

Don’t just view your CRM data—understand it, manage it, and act on it.

Want to try it firsthand? Get a 15-day free trial directly from our website or Microsoft Appsource.

Prefer a guided walkthrough? Book a personalized demo and watch the difference unfold in real time.

Have questions? Email us at crm@inogic.com – we’re here to help.

The post Dynamics 365 CRM Hierarchy Control: 5 Benefits Every CRM Admin Should Know first appeared on Microsoft Dynamics 365 CRM Tips and Tricks.

Original Post https://www.inogic.com/blog/2025/08/dynamics-365-crm-hierarchy-control-5-benefits-every-crm-admin-should-know/