General Interest

Organize your data with subject trees

With a subject tree, sales, marketing, and service managers can access information about products, cases, sales literature, and knowledge base articles. Like the index in a book, the subject tree is the hierarchical list of categories used to organize information in Microsoft Dynamics CRM.

This article shows you how to create a subject tree, add subcategories, and you'll find sample subject trees to use for your own business needs.

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Create a subject tree

Examples of subject trees

Create a subject tree

In the Navigation Pane, click Settings.
Under Settings, click Business Management. Then, in the Business Management area area, click Subjects.
Under Common Tasks, click Add a Subject.
In the Subject dialog box, enter information or observe any noted restrictions or requirements as needed:
- Title
  Enter a name for the subject. This is a required field.
- Parent Subject
  You can click Lookup to search for and select a parent subject for the new subject.
  
  Leave the Parent Subject box empty if you want the new subject to be a parent subject.
- Description
  Enter a descriptive statement about the subject.
Click OK.
To add a subcategory for a subject, select the subject and then follow steps 3 through 5.

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Examples of subject trees

The following sample subject trees can be used and customized for your business. Only the top level is provided, but you can add subcategories as needed. Click the industry name to expand the tree.

Manufacturing subject trees

The following subject trees can be used for manufacturing. Note that for a discrete or process manufacturing subject tree, the categories are identical. For a manufacturing subject tree, however, you can omit the change-over category.

Manufacturing