Business Unit Hierarchy – My First XrmToolBox Plugin

October 4, 2019November 14, 2019 ~ Phani Rajasekhar

I am very happy to announce that my first plugin “Business Unit Hierarchy” is listed in XrmToolBox now.

Thanks to Nishant Rana for giving me an idea to develop this.

This plugin is simple but very useful. Most of the times we navigate to so many windows to understand the BU hierarchy in our organization (I faced this situation many times) but with this plugin it is very easy to get the complete overview of BU Hierarchy. I plotted the BU Hierarchy in tree view presentation which is easy to understand for any user.

Here are list of steps to use this plugin

Install “Business Unit Hierarchy” plugin from XrmToolBox Plugins Store.
Connect to your organization.
Open the plugin and click on “Load Business Unit Hierarchy” button.

That’s it, Business Units of your organization will be loaded in a hierarchical structure like in the above screenshot. The BU’s that are loaded in red color are disabled ones. Select any BU to see all the Users and Teams under this.

Hope it helps to everyone and saves time to understand the BU Hierarchy.

Please leave your feedback and rating on this plugin in the below link https://www.xrmtoolbox.com/plugins/XrmTools.BusinessUnitHierarchy

Published by Phani Rajasekhar

MS CRM Blog View all posts by Phani Rajasekhar

8 thoughts on “Business Unit Hierarchy – My First XrmToolBox Plugin”

Hanuman Mallepudi AGS says:

October 4, 2019 at 12:34 pm

Owesome! Really helped me a lot. I have tried this connecting to my organization. It works perfectly and able to understand and give my quick overview of BU heirarchy structure. Thanks for the solution.

Reply
Nishant Rana says:

October 4, 2019 at 12:42 pm

Reblogged this on Nishant Rana's Weblog and commented:
Check out – XrmToolBox Plugin to generate Business Unit Hierarchy by Phani

Reply
Pingback: Business Unit Hierarchy – My First XrmToolBox Plugin - 365 Community
Alex says:

October 7, 2019 at 9:54 pm

I would give a different name for the generate button. May be “load” instead of “generate”? I would think twice before clicking it, because I don’t want to generate anything in my environment.
Thanks

Reply
1. Phani Rajasekhar says:
  
  October 7, 2019 at 11:34 pm
  
  Hi Alex,
  
  Thanks for your suggestion, I will consider this and make the necessary changes.
  
  Reply
Salam Daher says:

October 25, 2019 at 12:27 pm

it would be nice if we can export these information to a spread sheet where we can see the data and share it with the required units to do some clean-up on it and some other exercises that miught be needed on that data.

Reply
1. Phani Rajasekhar says:
  
  November 14, 2019 at 11:15 am
  
  Thanks for your great idea. I will add this feature in my next release.
  
  Reply
Pingback: Business Unit Hierarchy – My First XrmToolBox Plugin - ERP for Hong Kong SME