Visualize Sibling Records

The Visualize Sibling Records functionality allows users to visualize all records that share the same parent node directly within the hierarchy view. By selecting a record, users can instantly see its sibling records, those linked to the same higher-level entity, without switching screens.

This provides a clear, side-by-side view of related entities under a common parent, helping users analyze peer-level relationships, identify dependencies, and make informed decisions.

It’s particularly beneficial for

• Understanding account hierarchies

• Project dependencies

• Or related case structures in Dynamics 365 CRM.

For example, Alpine Ski House is associated with the parent record, Contoso Pharmaceuticals..

When a user clicks on the “drill up” icon from the Alpine Ski House hierarchy node, the parent record, Contoso Pharmaceuticals, becomes visible, as do all sibling records under the same parent (Litware, Inc. and Orion Retail Solutions) within the hierarchy view.

This allows users to quickly explore peer organizations, accounts, or projects that belong to the same parent entity, providing a clearer understanding of the relational structure within Dynamics 365 CRM.

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