Organization hierarchy designer
The organization hierarchy designer is a visual interface used to map the relationships between legal entities, operating units, and departments. It allows administrators to drag and drop organizational units to reflect current company structures and regional reporting requirements.
How do you use the organization hierarchy designer to visualize operational structures in D365?
The organization hierarchy designer is the core visual tool that provides your leadership team with a clear, live view of your company's operational structure, allowing you to instantly visualize the relationships between your legal entities and reporting departments. This clarity is essential for setting up security policies, workflow approvals, and financial reporting dimensions.
If your current structure is managed in outdated documentation rather than living system data, you are missing out on the ability to automate reporting and security based on actual organizational changes. We help you use the designer to build dynamic, flexible structures that allow you to adapt your system reporting the moment your business changes, often helping you avoid the need for complex Dynamics 365 implementation projects later.
Maintaining an accurate operational map demands dedicated, proactive technology management. Engaging an experienced technical team under a professional support contract guarantees that your hierarchy structure remains fully performant.
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Who are we?
We're DeliveredSoft, an Microsoft Dynamics 365 Partner based in Europe. With experts in Poland, Denmark and Spain, we build custom solutions using Microsoft Dynamics 365 for clients across a range of industries.