Hierarchy Control View: 2025’s Insider Guide for Dynamics 365 CRM Users

Rethinking CRM Data: Why Visualization Matters

Every Dynamics 365 CRM user knows the struggle — endless grids, scattered records, and countless clicks to understand how data connects.

You have the data, but not always the clarity.

In today’s connected world, context is everything. 

Sales leaders need to see how opportunities relate to accounts. 

Service teams need to trace case escalations. Project managers need to visualize dependencies.

Yet, most CRM screens show data in lists, not relationships.

That’s where data visualization comes in. 

It turns static records into living, connected insights that teams can see, understand, and act upon instantly.

Hierarchy Control View – A Visual Lens for Your CRM Data

Hierarchy Control View transforms how Dynamics 365 CRM users perceive data. Instead of digging through endless lists, users can now see every parent-child relationship in a clear, interactive layout.

Think of it as a smart map of your CRM, one that visually connects people, accounts, opportunities, or cases, making every record meaningful at a glance.

You’re no longer just managing data; you’re managing relationships.

Simplifying Complexity with Visual Clarity

In every organization, relationships tell the real story.
Hierarchy View brings that story to life by letting users:

• See all connected records instantly: no tab-hopping or report exports.
• Navigate relationships visually, whether it’s an Account-to-Account or Contact-to-Contact chain.
• Focus on what matters, using card views that summarize essential record details.

The result? Teams spend less time searching for connections and more time building them.

Take Action Directly from Visualization

Data visualization isn’t just about seeing better — it’s about doing more efficiently.
Hierarchy View enables you to act on insights the moment you spot them.

1. Create Associated Records Instantly

Need to add a new contact under an account?
Do it directly from the hierarchy map — no switching screens or losing context.

2. Quick Activities – Communicate in Context

Log calls, send emails, or create tasks directly from the visual view.
Your interactions stay connected to the right record, automatically.

3. Run On-Demand Flows – Automate Without Leaving the Map

Trigger workflows or business processes visually — no navigation needed.
Automation meets action, in one single click.

These micro-actions build macro-efficiency — keeping CRM users productive and engaged.

4. Navigate Relationships Top-Down or Bottom-Up

Whether you want to see who reports to whom, which projects depend on others, or how service cases escalate — View Upper-Level Hierarchy makes exploration effortless.

Users can drill up or drill down through multiple relationship levels, gaining a complete 360° understanding of how records are interlinked.

It’s the perfect way to uncover dependencies, understand context, and ensure no relationship is overlooked.

5. Tree Navigation Panel – A Clear Map of Every Connection

For users who prefer a structured overview, the Tree Navigation Panel offers a side view of your CRM’s entire relationship structure.
It mirrors your hierarchy visually, allowing you to:

• Instantly view parent-child relationships up to N levels.
• Jump between connected records without switching screens.
• Maintain visual consistency with display images for each record.

With Tree Navigation, you’re never lost in your CRM — every relationship is just one click away.

Real-World Use Cases: How Teams Benefit from Visual CRM

Sales Teams: Understand complex account hierarchies, identify decision-makers, and track related opportunities visually. No more guessing which account owns which deal.

Service Teams: Visualize case escalations and related incidents in a connected view. Resolve faster with a clear picture of linked issues.

Project Managers: Track multi-level project dependencies or sub-projects from a single view. Simplify reporting and cross-team collaboration.

Marketing Teams: See relationships between leads, contacts, and accounts to build better segmentation and targeting strategies.

Data visualization isn’t just a feature — it’s a new way to work smarter inside Dynamics 365 CRM.

The Business Impact of Visualizing CRM Data using Hierarchy Control View

• Better visibility: Everyone sees relationships clearly, improving understanding.
• Improved productivity: Fewer clicks, faster decisions.
• Stronger collaboration: Shared visual context drives alignment across teams.
• Reduced data silos: Visual maps connect records that often remain hidden in traditional views.
• Higher CRM adoption: Users love interfaces that are intuitive and visually engaging.

By turning CRM data into visual intelligence, Hierarchy View bridges the gap between information and action.

Pro Tip: Amplify Insights with Map My Relationships

Pairing Hierarchy Control View with Map My Relationships takes visualization even further.
It not only shows who is connected to whom, but also how those connections impact outcomes — be it revenue growth, service efficiency, or project success.

Together, they turn Dynamics 365 CRM into a complete relationship intelligence platform.

Explore how Map My Relationships can help your teams visualize, act, and grow faster.

Final Thoughts – Transform Your CRM into a Visual Storyboard

Your CRM already holds the insights you need — you just need to see them clearly.
With Hierarchy View, data stops being just information and becomes a living visualization of your business relationships.

Empower your teams to make faster, smarter, and more connected decisions — visually.

• Explore how Data Visualization using Hierarchy Control View transforms Dynamics 365 CRM → Inogic Website or Microsoft Appsource
• Book a free demo to experience Hierarchy Control View in action → crm@inogic.com
• Start visualizing your CRM data today and simplify relationship management → Feature Video