Dynamics 365 Record Hierarchy

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Dynamics 365 (CRM) has a neat feature, Record Hierarchy, that can be easily overlooked, but can provide great visual insight into your customers. In this post, we will explore the components that make up this feature.

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About the Author

Aaron Back (Microsoft MVP)

Aaron Back is a Microsoft MVP with many years experience with Microsoft Dynamics 365 (CRM), Power Apps, Power BI, and Power Automate. He is actively involved with the Microsoft Dynamics CRMUG (User Group) Community. His involvement includes: Serving as Chapter Leader for his local CRMUG Chapter, serving on the CRMUG Board of Advisors, and speaking at the annual CRMUG Summit conference.

About ACE Microtechnology

ACE Microtechnology, Inc. is a professional services firm committed to delivering business solutions to small and medium sized organizations. Our focus is on delivering products and services that improve our clients’ business operations. ACE has developed specialties in serving the lite manufacturing, distribution and hospitality industries.