M365: Generate Org Chart Crate

If you’re new to Crates, read through our introductory Crate documentation here. Find the Crate in our Crate Marketplace.

What does the M365: Generate Org Chart Crate do?

Automatically generate an organizational chart from Microsoft 365 user data with the M365 Generate Org Chart Crate. Referencing the manager and job title fields, it produces an HTML diagram that helps visualize reporting relationships across the organization. This is particularly useful for HR, IT, and leadership teams managing structure or onboarding processes. The Crate uses a bundled HTML template to render the org chart. Basic customization, such as layout or styling, can be applied by editing this template.

• Retrieve user directory data: Fetch users from Microsoft Graph, including each user's job title and assigned manager.

• Filter disconnected users: If include_isolated_users is set to false, it excludes users without a manager or who are not a manager themselves, focusing the chart on connected hierarchies.

• Generate org chart code: Constructs a diagram using Mermaid.js syntax to represent organizational relationships visually.

• Build HTML page: Embeds the Mermaid.js org chart into an HTML template.

• Send notification email: Emails the user a link to access and view the generated org chart.

The generated chart reflects a snapshot in time and does not auto-update as org structure changes.

Crate prerequisites

Before unpacking this Crate, you'll first need to set up the Microsoft Graph integration, via our Microsoft Cloud Bundle.

Unpack the M365: Generate Org Chart Crate

1. Navigate to Crates > Crate Marketplace in the left side menu of the Rewst platform.

2. Search for M365: Generate Org Chart.

3. Click on the Crate tile to begin unpacking.

4. Click Unpack Crate.

5. Click Continue.

6. Note that you have the option under the Webhook and Form Submission accordion menus to activate the Crate for all future organizations in addition to the current one. Current org-only is the default. You may also set activation to certain tags.

7. Click Unpack Crate.

Use the M365: Generate Org Chart Crate

The crate workflow is triggered by a form submission. Initiate the org chart generation by submitting a request through the form with the necessary inputs.

Use the form

1. Navigate to Automations > Forms.

2. Locate the form titled Microsoft: Build Org Chart.

   
3. Click ⋮ > Usages.

4. Click View Direct URLS.

5. Click on the link in the dialog that appears.

6. Fill out the form as desired.
7. Click Submit.

8. Check the email specified in your form submission for the receipt of the chart.

Edit the email template

1. Navigate to Automations > Templates.

2. Search for Org Chart HTML Template.
3. Click > to open and edit the template.

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