How to Enable Hierarchy to Contacts in Dynamics CRM 2015

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


Expand Contacts

Fig. 2 – Contacts entity


Click 1:N Relationships and then New 1-to-many relationship

Fig. 3 – relationships


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


Navigate to Contact > Hierarchy_Settings and click New

Fig. 5 – hierarchical settings


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


Select the newly created referential 1:n relationship and click Done

Fig. 7 – select relationship


Note the Hierarchical Releationship box now lists the relationship

Fig. 8 – verify selection


Navigate to Forms, and open any form – eg Contacts

Fig. 9 – edit form


Add the relationship lookup field ("Parent Contact") to the form, and then publish all customizations

Fig. 10 – add Lookup field


Now done with the configuration set the “Parent Contact” for several contact records and see Hierarchy view

Fig. 11 – define parent


Fig. 12 – contacts with hierarchy icon


Fig. 13 – visualization one branch


Fig. 14 – visualization another branch


Note: Dynamics CRM 2015 is in beta when writing this blog post. Things can change between now and the actual launch of the service

Leave a Reply

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s