Auto Expand Node

The Auto Expand Node feature automatically expands immediate child records within the Tree View as soon as the parent entity is opened. Users no longer need to manually click each node to reveal Contacts, Connections, Opportunities, or related entities. This streamlined visibility helps CRM users instantly understand relationships, hierarchies, and data connections, making navigation faster, reducing clicks, and improving efficiency when analyzing complex datasets.

When enabled, the Tree View loads in a expanded mode, displaying child nodes underneath the main record for a complete, at-a-glance overview.

How to Enable Auto Expand Node in Tree View (Step-by-Step Guide)

1. Go to Entity Configurations

Navigate to Settings → Map My Relationship App -> Entity Configurations in Dynamics 365 CRM.

2. Open the Desired Entity Record

Select the entity you want to configure (e.g., Account) to open its configuration.

3. Locate the Auto Expand Map Setting

In the General tab, scroll to the Auto Expand Map field (highlighted in green in the first image).

4. Set Auto Expand Map to “Yes”

Choose Yes from the dropdown to enable automatic expansion of nodes within the Tree View.

5. Save the Configuration

Click Save or Save & Close to apply the setting

Before Auto Expand (Collapsed View)

Only parent nodes (e.g., Connections, Contacts, Opportunities) appear without showing child records.

After Auto Expand (Expanded View)

All child records, such as sub-contacts, related companies, and recent opportunities, are immediately visible the moment the parent entity opens. As shown in the final image, the hierarchy expands automatically, giving users instant clarity.

Benefits

• Reduces manual clicks and saves navigation time

• Enhances usability for large, relationship-heavy datasets

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