Answered by:
Organisation map

Question
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I have customers that are mutli-level.
i.e. a Holding Company, a Regional office and a local office.
they are all linked by the "Parent Account" field.
I would like to see the relationship as an org chart.
Is there any solution out there for this?
Monday, September 19, 2011 2:59 PM
Answers
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If this is CRM 2011 my suggestion would be to create a Silverlight (XAP) application that you can embed as a web resource for this purpose. You make a really pretty org chart that way. Otherwise you could use a jscript-laden (Uses jscript to access CRM web service) html page the same way to create something also. Once a web-resource is uploaded into CRM you can expose it through a dashboard or on an entity form easily.
Either way, a knowledge of the SDK will come in handy, here is a download link for the SDK:
http://www.microsoft.com/download/en/details.aspx?id=24004
Jamie Miley
Check out my about.me profile!
http://mileyja.blogspot.com
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- Proposed as answer by Jamie MileyModerator Monday, September 19, 2011 3:17 PM
- Edited by Jamie MileyModerator Monday, September 19, 2011 3:18 PM
- Marked as answer by ICW Monday, September 19, 2011 3:38 PM
Monday, September 19, 2011 3:17 PMModerator -
Hi,
You can use the 3rd party addon tools to display the relationship as org chart or can develop a silverlight application that will retrieve all related accounts/contacts and then display it.
3rd party addons:
http://www.dynamics-pros.com/Products/OrganizationStructure/tabid/289/Default.aspx
http://www.dynamics-pros.com/LinkClick.aspx?fileticket=WwgEUnhzzfU%3D&tabid=289&mid=946
Jehanzeb Javeed
http://worldofdynamics.blogspot.com
Linked-In Profile |CodePlex Profile
If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".- Proposed as answer by Jehanzeb.Javeed Monday, September 19, 2011 3:21 PM
- Marked as answer by ICW Monday, September 19, 2011 3:38 PM
Monday, September 19, 2011 3:21 PM
All replies
-
If this is CRM 2011 my suggestion would be to create a Silverlight (XAP) application that you can embed as a web resource for this purpose. You make a really pretty org chart that way. Otherwise you could use a jscript-laden (Uses jscript to access CRM web service) html page the same way to create something also. Once a web-resource is uploaded into CRM you can expose it through a dashboard or on an entity form easily.
Either way, a knowledge of the SDK will come in handy, here is a download link for the SDK:
http://www.microsoft.com/download/en/details.aspx?id=24004
Jamie Miley
Check out my about.me profile!
http://mileyja.blogspot.com
Linked-In Profile
Follow Me on Twitter!
- Proposed as answer by Jamie MileyModerator Monday, September 19, 2011 3:17 PM
- Edited by Jamie MileyModerator Monday, September 19, 2011 3:18 PM
- Marked as answer by ICW Monday, September 19, 2011 3:38 PM
Monday, September 19, 2011 3:17 PMModerator -
Hi,
You can use the 3rd party addon tools to display the relationship as org chart or can develop a silverlight application that will retrieve all related accounts/contacts and then display it.
3rd party addons:
http://www.dynamics-pros.com/Products/OrganizationStructure/tabid/289/Default.aspx
http://www.dynamics-pros.com/LinkClick.aspx?fileticket=WwgEUnhzzfU%3D&tabid=289&mid=946
Jehanzeb Javeed
http://worldofdynamics.blogspot.com
Linked-In Profile |CodePlex Profile
If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".- Proposed as answer by Jehanzeb.Javeed Monday, September 19, 2011 3:21 PM
- Marked as answer by ICW Monday, September 19, 2011 3:38 PM
Monday, September 19, 2011 3:21 PM