In classic Web UI it was possible to add an icon depicting the hierarchy chart of a customer asset structure. This way it was pretty obvious for a user to see if a customer asset had sub-assets and could be viewed in a hierarchy. In the new UI, the hierarchy is still available, but the icon indicating is not present neither can it be added to the grid view. In ribbon bar button 'View Hierarchy' becomes available when selecting a parent or master asset, but it is a wild guess to find one. We be great of the icon on record level could be enabled again (everywhere hierarchy is available) https://docs.microsoft.com/en-us/dynamics365/customer-engagement/customize/query-visualize-hierarchical-data

Category: Field Service
Under Review
Ideas Administrator

Thank you for your feedback.

We think this is a great idea. If this gets more votes, we'll likely add it to the backlog. Ultimately, we are unclear if there are enough implementations of FS that track assets with any significant depth of hierarchy. We agree that for organizations where this is done, this would be valuable; we're simply uncertain how often this occurs.

Thanks for sharing this idea. We really appreciate your thoughts for how to improve the product.


Jason Cohen

PM, Microsoft.



Perhaps a very nice slight adjustment. Is it possible that the top level customer asset will be marked with a hierarchy icon having a different color, say green? Now you see all CA's who are part of a structure having a hierarchy symbol and I would easily like to selct the top level ones only.

Category: Field Service


Jason, am I correct that this has been implemented? Installed the October release wave 2 preview and I suddenly see the hierarchy icon :-)

Category: Field Service