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I’ve seen a few questions recently about environment upgrades to Dynamics CRM 2015, or new security roles created where users do not have access to see the new hierarchical visualization offered by the platform. A user would for example navigate to Accounts and see a view just like in the previous versions, without the visualization links.

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The reason for that is because, in the security role(s) the user belongs to, he/she does not have permission to see this.

The setting is located in the specific role, on the Customization tab. It is called Hierarchy Rule. You must give the users at least Read permission for them to be able to see it. Or alternatively, remove the Read permission to not show it.

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This seems to be the missing link, as it’s not captured in a lot of blogs referring to this feature.

Refer to this post for additional details on hierarchical visualization features and it’s limitations:

https://thecrmwiz.com/2015/01/30/hierarchical-visualization-features-limitations/

Enjoy!

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So, you’ve upgrade your CRM to 2015, you’re browsing through the new features, and hierarchical visualization peaks your interest. You can finally do so many nice things where you needed Silverlight or custom HTML web resources before. Or can you?

First off, what is hierarchical visualization?

Starting with Dynamics CRM 2015, for records related in a parent-child relationship (1:N), you can now see a graphical representation of these relationships. Starting in a regular grid view, now the related records are presented with a new icon in front of them.

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Clicking on any of those icons will take you to a new view, showing cards for each record, and the relationship structure.

Read the rest of this entry »

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