New UI and Org Charts

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Posted on by TrevorB

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Hi All

Have been exploring the Org Chart feature in the new UI. We have a Head Office Account with a number of Child Accounts.

Is it possible to add contacts from the Child Account to contacts of the Parent Account in the Org Chart to replicate the reporting structure. The search feature will only display contacts that are either within the Parent Account or not associated to any account at all.

The example would be:

ABC INC (Parent) John Doe and Sue Smith belong to ABC Company

ABC Southern (Child of ABC INC) Bob Brown and Bill Green belong to ABC Southern

ABC Northern (Child of ABC INC) Fred Jones and Ben Black belong to ABC Northern

However, Bob Brown and Fred Jones report to John Doe. Bill Green and Ben Black report to Sue Smith.

Is it possible and if so how would I go about directly replicating this Org structure in Dynamics.

Regards

Trevor

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LuHao 40,872 on at

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RE: New UI and Org Charts

Hi partner,

Do you want to achieve an organizational relationship between parent and child contacts? Just like parent and child accounts.

If so, create a 1:N relationship between contact entity and contact entity.

Go to Advanced Settings > Customizations > Customize the system, expand Entities > Contact > 1:N relationship, new 1-to-many relationship.

Select Related Entity as Contact, Hierarchical as Yes, Type of Behavior as Referential. Enter the Display Name of the Lookup Field.

Add the lookup field to the contact form.

Then expand Entities > Contact > Hierarchy Settings, new a Hierarchy Setting.

You can use an existing Quick View view as the Default Quick View Form, or create a new one.

Go to contact form, select a contact as the parent contact. Then go to the contact view, we can see the Hierarchy icon, click it, wo can see the Hierarchy view of this contact.

If I misunderstood your needs, please correct me.
TrevorB 105 on at

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New UI and Org Charts

Hi All

Have been exploring the Org Chart feature in the new UI. We have a Head Office Account with a number of Child Accounts.

Is it possible to add contacts from the Child Account to contacts of the Parent Account in the Org Chart to replicate the reporting structure. The search feature will only display contacts that are either within the Parent Account or not associated to any account at all.

The example would be:

ABC INC (Parent) John Doe and Sue Smith belong to ABC Company

ABC Southern (Child of ABC INC) Bob Brown and Bill Green belong to ABC Southern

ABC Northern (Child of ABC INC) Fred Jones and Ben Black belong to ABC Northern

However, Bob Brown and Fred Jones report to John Doe. Bill Green and Ben Black report to Sue Smith.

Is it possible and if so how would I go about directly replicating this Org structure in Dynamics.

Regards

Trevor