web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Answered

Organization Hierarchy

(0) ShareShare
ReportReport
Posted on by

Hi Experts

 

Appreciate your feedbacks and technical advice on below case scenarios.

 

 6574.png

Will above requirements we can address using below Organization Hierarchy, or do you suggest more hierarchies. 

 

 52141.png

Thanks and Regards,

SSP

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    299,397 Super User 2025 Season 2 on at
    RE: Organization Hierarchy

    Hi SSP,

    Can you explain what you have provided here and what is your exact question? You are asking also for a technical advice. What you do mean by that? Note that we don't have any background information for this implementation.

  • Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: Organization Hierarchy

    Hi SSP,

    What do you expect exactly here and where do you have those cases/requirements from?

    Best regards,

    Ludwig

  • Community Member Profile Picture
    on at
    RE: Organization Hierarchy

    The first diagram represents AS-IS organization Structure.   We need to address the requirements listed in the first diagram.  Second diagram is proposed organization hierarchy inorder to address those requirements.

    Seeking expertise whether the proposed hierarchy should be enough to address all the requirements or is it suggested to have multiple hierarchies.

    The company has multiple business sectors and a shared service which serves entire organization including the group.

  • André Arnaud de Calavon Profile Picture
    299,397 Super User 2025 Season 2 on at
    RE: Organization Hierarchy

    I'm not able to understand the pictures and the requirements. I'm missing a lot of background information here to understand the scenarios. There are some abbreviations used without explanation. Subsidiary 12 seem to have more departments in the first picture compared to the second. Detailed information about the number of legal entities, centralized payments, assets and also the organization structure and process for requirements 6 and 7 is not defined.

    I'm sorry, but to be able to answer your question, I do think you can better hire a consultant. This is not a question which can be answered within a few minutes. The persons to answer this question needs many hours (maybe days) to understand the full requirements and procedures before doing suggestions.

  • Community Member Profile Picture
    on at
    RE: Organization Hierarchy

    No Issues.  

    Will you able to explain how to address Shared Services Model in an Organization Hierarchy.  As entire organization is using shared services, I am confused how to structure it in a hierarchy model.  Any explanation on Shared Services Model that can work in D365 is helpful.   I couldn’t find much details in this regards in web.  I have gone through the Microsoft documents and most of the major blogs, but no where there is a clear description on modelling a shared services and how it is applied in D365.

    Shared Services Model                                                                                        

    *     Organization has a Shared Service Sector which includes the following.

          *      Admin                                                                                                      

          *      Finance & Accounts

          *      Human Resources

          *      Procurement

          *      Information Technology

          *      Support Services

          *      Collections

          *      Bidding                                                                                                    

          *      Asset Management

    *     Entire organization Business Sector work with shared services as per below

          *      Use shared services based on requirements.  Request for services that required from Shared Services.

          *      Keep a Shared Service resource onsite under the management of Share Service Functional Head and manage activities of specific Business Sectors.  The resource entire expenses are charged to Business Sector.

          *      Shared Service Resources provide services based on requests from different sectors.  Some resources are dedicated for specific Business Sectors (1 or 2 based on work volume).

    Regards

  • Verified answer
    André Arnaud de Calavon Profile Picture
    299,397 Super User 2025 Season 2 on at
    RE: Organization Hierarchy

    Hi,

    This last update makes sense and I do agree with you that the information is hard to find. Not all of the shared service operations is working together with the Organization hierarchies. You can find the purposes and a short description here: docs.microsoft.com/.../organization-hierarchies

    Out of the box, the next entities are global/shared out of the box

    - Admin: Security can be assigned globally, but you can also limit it to certain organizations.

    - Finance and accounts: Chart of accounts, dimensions, fiscal calendars, currencies, exchange rates and account structures are global setup. On the Ledger form of each legal entity, you can specify what will be used for the financials.

    - Human resources: The data is also global. You can define per employment if the person is an employee or contractor per legal entity. All other data is global; even the positions. However, per position, you can specify a department and financial dimensions.

    - Procurement. The organization hierarchies can be used to specify the relation between e.g. business units or legal entities which can be used to specify purchasing policies.

    - Collections: Without the organization hierarchy, you can create collection snapshots across legal entities.

    I don't know exactly what you mean with the Information Technology, Support services and bidding. I'm not that familiar with the new asset management features to make a short note for you. But still, your question is very broad and extensive.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
CA Neeraj Kumar Profile Picture

CA Neeraj Kumar 2,028

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 878 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 579 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans