View Upper-Level Hierarchy

The View Upper-Level Hierarchy functionality in Map My Relationships enables users to navigate up the relationship hierarchy by clicking on the parent record icon directly from the hierarchy view. This allows users to view the parent record and its related records without leaving the current screen.

Users can drill down n-levels of parent records sequentially, allowing a complete top-down view of hierarchical relationships within Dynamics 365 CRM. This is especially useful in complex scenarios involving nested project structures, multi-level account relationships, or case escalations.

You can drill down into the records by following these steps:

1. Open any record where the Map My Relationships control is configured.

2. In the hierarchy view, locate the record node you want to explore further.

3. If the record has a parent record, a parent drill-down icon (↑) will appear near the record title.

4. Click on the drill-down icon.

5. The hierarchy view will display the parent record associated with the selected record.

Note - The record highlighted in blue represents the current record in the hierarchy.