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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Organizational Hierarc...
Small and medium business | Business Central, N...
Suggested Answer

Organizational Hierarchy in D365 Business Central

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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".    

pastedimage1653806024243v1.png

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)
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 99,055 Super User 2026 Season 1 on at

    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

  • M Hussnain Javed Profile Picture
    M Hussnain Javed 241 on at

    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.

  • MahGah Profile Picture
    MahGah 15,593 on at

    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 

  • Suggested answer
    Inge M. Bruvik Profile Picture
    Inge M. Bruvik 1,165 Moderator on at

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

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