How to build Org Charts in CRM 2013? RRS feed

  • Question

  • Hi,

    I need to display account organizational structure for my customer together with connection roles. What is the best way to do it?


    Tuesday, October 28, 2014 11:23 AM

All replies

  • Don't know exactly what you are going for, but if you can wait for CRM 2015 you may have most of your work done for you.  Check out this blog.  You can build your relationships on the 1:N user_parent_user in the meantime.
    Tuesday, October 28, 2014 1:51 PM
  • In crm 2013 you can not do this. But you can use custom HTML web resource to display organization chart.

    There is a really good example below that ı had used in my project before.

    Jquery Organization Chart Plugin

    If you find this post helpful then please Vote as Helpful and Mark As Answer. Thanks and Regards, Polat Aydın http://crmpolataydin.wordpress.com

    Tuesday, October 28, 2014 2:58 PM
  • Check out Relationship Charts solution. It allows to build Org Charts and SubAccount Charts automatically and display any kind of relationship & connections, including custom connections and custom entities.

    • Edited by WaveAccess Wednesday, October 29, 2014 1:24 PM
    Wednesday, October 29, 2014 1:22 PM
  • Thanks! This is exactly what I was looking for!
    Wednesday, October 29, 2014 2:20 PM