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/
If you have Business Rules defined on attributes following metrics is useful
If CRM has Email Smart matching enabled, then following is behavior is worth noting.
For incoming Email activity, if Case record is created out of it using “Convert to Case”, then any subsequent emails coming from same Sender having same Subject automatically gets associated with Case.
In CRM2011, Team can be assigned with Security Roles. All the Team members be it from same Business Unit or different Business Unit, inherits this Security Roles. Hence a User will have two sets of Security Roles, one which is granted directly to User and other is which User inherits from Team which he/she is member of.
In System User Form, we get to see only those Security Roles which are directly assigned to User. Where as in order to see which Security Role a particular User is inheriting from Team, we have to open Teams and then check Roles assigned to Team.
This involves opening multiple forms, one for each Team. This solution give one view which will list all the Team Roles that User inherits.
- Import the Managed Solution
- Customize the System User to add Navigation link for web resource mkisv_/SystemUserTeamRoles.htm
- Publish User entity
Following screenshot shows how the View look like (Note the Navigation Linke: Team Role)
Solution can be downloaded from CodePlex