Do you want to reduce clicks and get to the information you need faster in Microsoft CRM?
Now you can see an expanded hierarchy of items for a record in its own right, as well as all the subsidiary company records for an Account in one screen - drill further and see their contacts, activities, opportunities, and any other record type in the system.
You can also have multiple hierarchy views on one record to further save you time.
From here you can then click on any item in the hierarchy to open up that record.
For clients wishing to see different information in the hierarchy, including custom entities, this can be handled with some minor tailoring to the product and we are happy to discuss your unique needs as required.
Visual Hierarchy for Microsoft CRM has not been reviewed by any customers.
Submit A Review
The views and opinions submitted and expressed here are not those of Microsoft.