Query and visualize hierarchical data

In Microsoft Dynamics 365, hierarchical data structures are supported by self-referential one-to-many (1:N) relationships of the related records. In the past, to view hierarchical data, you had to iteratively query for the related records. Presently, you can query the related data as a hierarchy, in one step. You’ll be able to query records using the Under and Not Under logic.

The Under and Not Under hierarchical operators are exposed in

A) Advanced Find

B) workflow editor.

The system entities that have visualizations available out-of-the-box include Account, Position, Product, and User. In the grid view of these entities, you can see the icon depicting the hierarchy chart, to the left of the record name. The hierarchy icon isn’t present for all records by default. The icon is shown for the records that have a parent record, a child record, or both.

For more details please click here .