dynamics crm 2011 - Display internal hierarchy of an Account (Company)? -


i find way allow users build , diplay organization chart each account, companies working , our mcrm database.

mcrm users want see, top, bottom, internal hierarchy single view on account page have global overview of company structure.

one issue employee, @ lower level company can responsible of department, , here, want see working under contact.

each combination should possible , users should able add, modify entries easily.

in feature, rendering result under 'tree view'. want know how set feature. illustrate speaking about, draw sample:

company abc (all contacts belonging abc company)

 - mr. x big boss    -> mr. y    -> mr. z    -> mr. w            -> mr. v             -> mr. s                    -> mr. f    -> mr. o            -> mr.            -> mr. t    -> mr. h    -> mr. q 

during research, didn't found subjects regarding way "work" companies. maybe other "best practice"?

in past, using goldmine crm , default feature, that's why, now, users want have same mscrm 2011.

thank advices.

there's nothing easy out there. did manage working modifying solution available here.

main changes you'll need create function find ultimate parent in tree, start "subject" tree off id. same tree layout whether @ mr. f, mr. y or mr. big boss. tree same.

i displayed web resource on form, rather in dialog. after removing buttons is. completeness, added double click action navigate record.

i've since moved jobs , don't have source longer i'm unable post code hope gives enough start on.


Comments

Popular posts from this blog

Change php variable from jquery value using ajax (same page) -

Pull out data related to my apps from Android Play Store and iOS App Store -

How can I fetch data from a web server in an android application? -