CRM Generic Hierarchy Child Entity Sub-Grid


From Microsoft Dynamics CRM 2015 Hierarchical Visualizations allows the end user to visualize and interact with hierarchical data in an intuitive and visual fashion across both the web and the tablet.

This is great feature where User can visualize Hierarchy. However it would have been better to apply same hierarchy functionality for Child entities of Entity on which Hierarchy is set up. For example Account has Hierarchy settings where Parent Account is lookup on Account entity. Account has one to many relationship with Cases, Opportunities, Contact etc. So User would like to see the all the Cases which are created “Under” the particular Account. Here phrase “Under” means all the Cases for particular Account and all the Cases for the Account Under this Account.

Currently CRM does have this feature available but in very limited way that too only for Account entity (Correct me if I am wrong here).

My managed solution address this problem and with few Click and Point settings (no coding involved) CRM Customizer can set up the Sub-Grid view on Parent Entity form to show all the Children that comes “Under” the parent Entity record

More details where you can download managed solution at https://generichierarchychildentitysubgrid.codeplex.com/

 

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