Generate Dynamics 365 CE (CRM) Business Unit Org Chart through SmartDraw

Recently we were looking at the options of generating a Business Unit Org Chart for quick review.

Using SmartDraw we were able to do achieve it very quickly.

Steps

• Export the Business Unit records to excel.

• Keep only the Name and Parent Business column and delete all the other columns including the hidden ones.

• Excel with required columns.

• Create the trial account of SmartDraw cloud

• Click on Org Charts from the New Document menu.

• Select Build Org Chart from Data option

• Browse and select the xls file.

• Click on Process.

• Select Show in Shape for the columns and click on the Build diagram.

• The result

• The other option is to select any of the Organizational Charts

• Select Import from file

• Select the excel file

• The result

• The chart can be exported, shared and print.

Thus SmartDraw makes it very easy to generate the Org Chart for the Business Unit.

To achieve the same through Visio

http://www.planetxrm.com/12-steps-to-creating-crm-business-unit-org-charts/

Hope it helps..