In a previous blog post "Visualize hierarchical data in CRM 2015" I showed you how to visualize the out-of-the-box hierarchy for Accounts.
To enable a hierarchy, you need to have at least one self referential 1:N relationship. After creating the relationship, you can select one 1:N relationship as hierarchy relationship. In this blog post I'll show how to do this for the Contact entity
Go to Settings > Customize and select Customize the System.
Fig. 1 – customize the system
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Expand Contacts
Fig. 2 – Contacts entity
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Click 1:N Relationships and then New 1-to-many relationship
Fig. 3 – relationships
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Select Contact as “Related Entity”. Provide a name. Specify this relationship as "Hierachical" . Select “Yes” to “Hierarchical”. Provide a Display Name for the Lookup Field
Click Save and Close
Fig. 4 – define relationship
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Navigate to Contact > Hierarchy_Settings and click New
Fig. 5 – hierarchical settings
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Enter unique name and select any card (quick view form – you can customize those)
Click here in the 'Please click here to mark a relationship as hierarchical' string to open the dialog
Fig. 6 – mark as hierarchical
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Select the newly created referential 1:n relationship and click Done
Fig. 7 – select relationship
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Note the Hierarchical Releationship box now lists the relationship
Fig. 8 – verify selection
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Navigate to Forms, and open any form – eg Contacts
Fig. 9 – edit form
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Add the relationship lookup field ("Parent Contact") to the form, and then publish all customizations
Fig. 10 – add Lookup field
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Now done with the configuration set the “Parent Contact” for several contact records and see Hierarchy view
Fig. 11 – define parent
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Fig. 12 – contacts with hierarchy icon
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Fig. 13 – visualization one branch
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Fig. 14 – visualization another branch
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Note: Dynamics CRM 2015 is in beta when writing this blog post. Things can change between now and the actual launch of the service
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