Dynamics Community Forum Thread Details

Is the Account OrgChart feature Customizeable?

Hi there,

Has anyone attempted to customize the OrgChart feature in the Account Entity? From my understanding, I cannot seem to find any editable features on the related entity pointed out in this article here - Microsoft Orgchart node entity

Understand organization charts | Microsoft Learn

Power Apps Admin displays a no forms/editable view option in the default solution.

Specifically, I would like to edit the label options, dropdown view for active contacts per account (I have subsidiary relationships I would like to include), and potentially extract this data to use in a sql table to assess which account assignment a contact is assigned.

Please let me know what the best route may be.

Thanks!!

Categories:

Dynamics 365 Sales

Hi KBg,

Yes, the Account OrgChart feature in Dynamics 365 Sales is customizable to a certain extent, especially with the newer Smart Org Chart functionality now available in preview.

🔧 Customization Capabilities

Tags and Labels

You can customize the decision influence tags (e.g., Decision Maker, Influencer, Blocker) by modifying the values in the msdyn_decisioninfluencetag choice field within the Contact table. This allows you to rename existing tags or add new ones to better reflect your business roles [1].

Dropdown Views and Filtering

While the default OrgChart pulls active contacts linked to an account, you can influence what appears by customizing the views used in the hierarchy visualization. This includes filtering by status, relationship type, or other custom fields[2].

Hierarchy Visualization Designer

You can create and publish custom hierarchy visualizations using the Power Apps maker portal. This lets you:
- Define which form is shown in the tile and detail pane.
- Choose which fields are displayed.
- Adjust tile size, color, and layout.
- Use custom views to control which records are included [2].

Data Extraction

Although the OrgChart itself doesn’t expose a direct export function, you can extract the underlying data (e.g., contact relationships, tags, account assignments) via Dataverse queries or Power Automate flows and push it to a SQL table for reporting.

Access and Permissions

To enable full editing and customization, users must have create, read, write, and delete permissions on the Microsoft Orgchart node entity, which stores the chart structure [1].

While the default solution doesn’t expose editable forms for the OrgChart node entity, these workarounds and enhancements allow meaningful customization and integration.

Thanks and best regards,

Daniele

Note: This response was prepared with support from Copilot to ensure clarity and completeness.

[1]: Smart Org Chart Preview – Dynamics 365 Talk

[2]: Create and Publish Hierarchy Visualization – Microsoft Learn

References

[1] enc_url

[2] integration between primavera and project management and accounting d365

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