Dynamics 365 (CRM) has a neat feature, Record Hierarchy, that can be easily overlooked, but can provide great visual insight into your customers. In this post, we will explore the components that make up this feature. What Is Record Hierarchy? The Record Hierarchy in Dynamics 365 is actually a simple concept. It boils down to …
Microsoft Dynamics 365 and Power Platform experts providing comparisons and opinions for the CRM selection process.
