Set the Name field to Position, set the Reports to field to Reports to position, and then select Next. Select Information that's already stored in a file or database, and then select Next.Ĭhoose A text, Org Plus (*.txt), or Excel file, and then select Next.īrowse to select the exported Excel file that contains the position hierarchy, and then select Next. Select Organization Chart Wizard, and then select Create. In Visio, select Visio - Create New, and select the Business template category. On the Action Pane, select the Open in Microsoft Office button, and then, under Export to Excel, select Positions. To include more information in the organization structure diagram, add fields to the Positions list, so that they are available when you use the Organization chart wizard later in this procedure. In Human Resources, open the Positions list page. Although the following article was written for Microsoft Dynamics AX 2012, the process still applies to Human Resources: Export a position hierarchy to Microsoft Visio. However, you can export the position hierarchy out of Human Resources and then import it into Microsoft Visio. Unfortunately, users can't easily change the size of the text. Therefore, it can be difficult to take a screenshot, or to print and distribute the hierarchy. When a customer views the position hierarchy in Microsoft Dynamics 365 Human Resources, the names of individuals and positions are truncated. Some or all of the functionality will be available as part of a future release on the Finance infrastructure after Finance release 10.0.25. The functionality noted in this article is currently available for customers on the stand-alone Dynamics 365 Human Resources.

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