Client Tree View

The Client Tree View provides an intuitive hierarchical display of Sub-companies, Contacts, Connections and Opportunities for an Account record.

Tree View Example

It is incredibly easy to install and setup – see the installation tab below.

Download

Please enter your name and email address to download the solution file:

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Select which version you require:

Client Tree View for Microsoft Dynamics CRM 2011
Client Tree View for Microsoft Dynamics CRM 2013/2015

Installation
  1. Download the managed solution above
  2. Import into your CRM organisation
  3. Edit the Account Form – you simply need to add a web resource to a new or existing section
  4. Set the properties of the web resource as below (click to zoom):
    Tree View Settings General Tab  Tree View Settings Formatting Tab
  5. Save changes and publish
  6. Reload your Account form

Licensing

This managed solution can be downloaded free of charge but may include paid options. By downloading and installing on your CRM you agree to the following copyright and disclaimer notices: COPYRIGHT:   All solutions and source code © Copyright xRM Consultancy Limited unless otherwise stated or provided by a 3rd party. DISCLAIMER:   xRM Consultancy provide the software above “as is," and you use the software at your own risk. xRM Consultancy make no warranties as to performance, merchantability, fitness for a particular purpose, or any other warranties whether expressed or implied. No oral or written communication from or information provided by xRM Consultancy shall create a warranty. Under no circumstances shall the xRM Consultancy be liable for direct, indirect, special, incidental, or consequential damages resulting from the use, misuse, or inability to use this software, even if the xRM Consultancy has been advised of the possibility of such damages. This disclaimer applies to all software that has been produced by xRM Consultancy that is freely available on this website.

Support/Custom Development

If you have any questions about this product or would like us to extend the functionality for your specific needs please get in touch.