“A picture is worth a thousand
words” – Hierarchical View - This new way to view accounts, products, and users
helps you see how info is related.
From
MS CRM 2015, users can see how info is related or grouped by viewing accounts,
products, or users in hierarchical charts. You can click a block of info to get
more details and navigate to the info you’re interested in. You can gain
valuable insights by visualizing your data as a hierarchy.
For
example, from the hierarchical view, you can:
- See how an account is doing in overall revenue
- See how products are related in bundles or families
- See User hierarchy
- See Team members of a particular User
To know more, Watch this video!
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