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Finance | Project Operations, Human Resources, ...
Suggested Answer

How to export the organisation hierarchy in D365 F&O

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Posted on by 2,985

Hi Experts,

Is there a way to export the organisation /Position hierarchy .

I have the same question (0)
  • Suggested answer
    Rahul Mohta Profile Picture
    21,032 on at

    try this

    Organization hierarchy - published

  • MATTGUO Profile Picture
    22,349 Moderator on at

    Hi Pravasti,

    Use the entity of "Position hierarchies" and "Organization hierarchy V2 - published" to export the data in DMF.

  • Pravasti AK Profile Picture
    2,985 on at

    Is there a way to export whole interface , because using entities only table records will alone export

  • MATTGUO Profile Picture
    22,349 Moderator on at

    Hi,

    Could you try to use Excel add-in?

  • Suggested answer
    Rahul Mohta Profile Picture
    21,032 on at

    using the latest v2/v3 for Organization hierarchy is recommended

  • Rahul Mohta Profile Picture
    21,032 on at

    if you your query is still open pls help us understand the pending portion

  • Suggested answer
    SouravDam Profile Picture
    11,730 on at

    Hello Pravasti,

    You can check below links described the whole process even through Visio too.

    https://community.dynamics.com/ax/f/microsoft-dynamics-ax-forum/123709/export-organization-hierarchies-to-excel?pifragment-96834=1

    https://docs.microsoft.com/en-us/dynamics365/human-resources/hr-admin-troubleshooting-truncate

    Through excel add-ins as shown in below link.

    https://ellipsesolutions.com/dynamics-365-organizational-hierarchy/

    Kindly check and update us.

    Best regards,
    Sourav Dam

    Kindly mark this thread 'Yes' if this is answered your query which may help other community members in this forum.

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