Small and medium business | Business Central, N...

Organizational Hierarchy in D365 Business Central

(0) Share

Report

Posted on by M Hussnain Javed

241

Hi experts,

Hop you're all doing well. I'm searching about how to make an organizational hierarchy in Business Central.

Let's say I've a list of multiple positions and assigned them to multiple employees. Every position is reporting to a specific position/employee and that specific position would be reporting to another specific position/employee and so on. Now I want to see the position hierarchy of a specific position under an action button as shown in the screenshot attached below taken from "Finance & Operations".

In the attached screenshot, I'm seeing the position hierarchy of a Warehouse Worker. Warehouse Worker is reporting to Warehouse Manger and Warehouse Manager is reporting to Materials Manager and Materials manager is reporting to President.

Is there any way to implement this scenario in the D365 Business Central. If yes then please guide me. If no then please tell me if there is any alternative of it to manage this scenario.

Answers will be highly appreciated.

I have the same question (0)

All responses (4)

Answers (0)

Suggested answer

YUN ZHU 95,748 Super User 2025 Season 2 on at

Like (0)

Report

Hi, Unfortunately, as far as I know, the employees management module in BC does not have such rich features.

You can try the Employees and Salesperson/Purchaser features.

And this may need to be customized if needed, or directly use the solution on AppSource.

Hope this helps.

Thanks.

ZHU

Was this reply helpful? Yes No
M Hussnain Javed 241 on at

Like (1)

Report

Hi yzhums

Yes, you're right. But as an alternative way, I've manged to implement this feature by designing a Hierarchical Report in Business Central.

Was this reply helpful? Yes No
MahGah 15,529 on at

Like (0)

Report

Hi M Hussnain Javed

Can you please share more info? Where do you pull data for the report? I am also interested about this.

Thanks

Was this reply helpful? Yes No
Suggested answer

Inge M. Bruvik 1,111 Moderator on at

Like (0)

Report

I think using dimension hierarchy is the closest you can get to this using BC standard features.

Was this reply helpful? Yes No