Updated

I'm happy to announce that Microsoft is releasing an advanced Hierarchical Visualization control in Dynamics 365 Sales. The control is highly customizable, provides in-place editing of records in the hierarchy view, and most exciting, supports complex cross-table hierarchies.

Version 1 (Sept. preview, October GA)
The v1 release supports single table 'self-referential' hierarchies. The v1 base release displays customizable tiles in a hierarchy you define.  When tiles are selected, a details form side pane is displayed where the records are fully editable. You select a form for the tile and the form for the details page as well as the view used to filter data to just the records you need. 

This release introduces 4 different layouts users can toggle between to find a layout that works well with the hierarchy data's shape. Tiles support customizing the size, color, whether to show or hide the profile picture, and the ability to include labels for fields as needed. Build your hierarchy on any Standard or Elastic table in Dataverse, both out-of-the box tables as well as custom tables.

Version 2 (October preview, February GA)
The v2 release builds on the v1 base adding support for customizable complex cross-table hierarchies. An example could be a hierarchy where an Account has child Contacts which have child Opportunities. Each child table included in the hierarchy can be configured to show just records with a direct relationship to the parent, or you can choose to show a full self-referential sub-hierarchy. For example, in the Account > Contacts > Opportunities hierarchy, the Contacts table, any or all of the 3 tables could be configured to display a full self-referential hierarchy. You can design your hierarchies based on your data and business needs.

Licensing: If you have any Dynamics 365 Sales licenses, you can configure the control and make it available to your organization.

v1 documentation is live!

https://learn.microsoft.com/en-us/dynamics365/sales/hierarchy-visualization

Microsoft is releasing an advanced Hierarchical Visualization control in Dynamics 365 Sales. The control is highly customizable, provides in-place editing of records in the hierarchy view, and most exciting, supports complex cross-table hierarchies.   

We have finished the private preview of the v1 (single table self-referential hierarchies) which is now shipping in D365 Sales to public preview in September. We plan to GA the control in October.  If you have a single D365 Sales seat, you can configure the control and make it available to your organization.

The v2 control supporting complex cross-table hierarchies is already in private preview and will GA January or February of 2026.

 

https://learn.microsoft.com/en-us/dynamics365/sales/hierarchy-visualization