Organization Chart Software for Microsoft 365
Create accurate, interactive organization charts from the employee data your business already maintains.
TeamOrgChart generates searchable organization charts using information from Microsoft Entra ID, Excel, SharePoint and other business data sources. Charts can then be made available through Microsoft Teams, Outlook, SharePoint and the web.
Unlike manually maintained diagrams, TeamOrgChart builds and formats the chart from your data, reducing the work required to keep it accurate as people join, leave, change roles or move within the organization.
What is organization chart software?
Organization chart software displays the structure of an organization and the reporting relationships between its people, positions, teams and departments.
There are two broad categories of organization chart software:
- Diagramming tools, such as Microsoft Visio or PowerPoint, which allow an organization chart to be drawn manually.
- Data-driven organization chart software, which generates and updates the chart using employee and position information from Microsoft 365, HR systems, spreadsheets or other data sources.
Diagramming tools can work well for small, static charts. As an organization grows, however, manually moving boxes, reconnecting reporting lines and updating employee details can quickly become a time-consuming task.
TeamOrgChart is designed for organizations that need a chart based on real business data, rather than a diagram that must be recreated whenever the organization changes.
Why manually maintained organization charts become difficult
Organizations are constantly changing. Employees join and leave, managers change, departments are reorganized and new positions are created.
A manually maintained chart can be out of date before it has even been distributed. Keeping it accurate may require someone to repeatedly update employee boxes, move positions, redraw reporting lines and issue a new version of the document.
Static charts can also be difficult to distribute and use. They may be stored as PowerPoint, Visio or PDF files, uploaded to an intranet or circulated by email, where employees may struggle to find the latest version.
A data-driven organization chart reduces this maintenance burden by generating the chart from information that the organization already manages elsewhere.
Comparing TeamOrgChart with drawing tools
| Requirement | Manual diagramming tool | TeamOrgChart |
|---|---|---|
| Create employee boxes and reporting lines | Manual | Generated from data |
| Update employee changes | Manual | Data-driven |
| Search for employees | Usually unavailable | Included |
| Navigate interactively | Limited | Included |
| Microsoft 365 integration | Limited | Core capability |
| Create multiple chart views | Requires separate diagrams | Configurable |
| Employee profile information | Manually maintained | Read from source data |
| Support large organizations | Difficult to maintain | Designed to scale |
| Vacant and planned positions | Manually drawn | Supported |
| Teams and SharePoint access | File or embedded image | Interactive experience |
Build your organization chart from Microsoft 365
For many organizations, Microsoft Entra ID is the primary source of employee profile and reporting information.
TeamOrgChart can use the manager relationships and employee profile information stored in Microsoft Entra ID to generate the organization chart automatically.
This provides consistency with the information already held in Microsoft 365 and removes the need to recreate the same organizational structure in a separate drawing tool.
When employee information changes in Microsoft 365, those changes can be reflected in the chart, reducing the maintenance required when people join, leave, change roles or move between departments.
TeamOrgChart can display information including:
- Employee name
- Job title
- Department
- Manager
- Profile photograph
- Email address
- Telephone number
- Office location
- Additional organizational information
Build your organization chart from Excel and other sources
Your organization chart does not have to be based solely on Microsoft Entra ID. Employee information may instead be maintained in an HR system, payroll platform, workforce database or spreadsheet.
Some organizations also have employees who do not need Microsoft 365 accounts. This is common in sectors such as retail, manufacturing and hospitality, where shop-floor, warehouse and frontline employees may not be represented in the Microsoft 365 directory.
TeamOrgChart can work with employee information imported from sources such as:
- CSV files
- Microsoft Excel
- Microsoft OneDrive
- Microsoft SharePoint
- Active Directory
- HR and workforce system exports
- Additional organizational datasets
This allows TeamOrgChart to represent a more complete workforce, including employees or positions that may not exist in Microsoft Entra ID.
Add your organization chart to Microsoft Teams, Outlook and SharePoint
An organization chart is most useful when employees can access it through the applications they already use.
TeamOrgChart can be made available through:
- Microsoft Teams
- Microsoft Outlook
- Microsoft SharePoint
- A web browser
Employees can search for colleagues, explore reporting relationships and navigate the organization without locating a separate diagram file or leaving the application in which they are working.
More than the standard Microsoft organization view
Microsoft 365 provides basic organization views based on the manager relationships stored in Microsoft Entra ID.
These views may be sufficient when an employee only needs to see the immediate reporting structure around one person.
TeamOrgChart is intended for organizations that need more control over how their structure is presented, filtered and shared.
Depending on your requirements, you can create:
- Company-wide organization charts
- Departmental and regional charts
- Charts starting from a selected manager or position
- Charts excluding particular people, departments or roles
- Alternative views of the same organization
- Charts containing vacant, temporary or planned positions
- Charts using additional business data
- Charts showing assistants, co-managers and other position types
This allows the chart to represent the way your business needs to communicate its structure, rather than simply reproducing the standard directory hierarchy.
Search and explore the organization
Large organization charts are difficult to use as static diagrams. Attempting to fit an entire organization onto one page can make the chart difficult to read and navigate.
TeamOrgChart provides an interactive view of the hierarchy, allowing users to:
- Search for an employee
- Find a person's manager
- View direct and indirect reports
- Navigate through management levels
- Expand and collapse branches of the chart
- View employee contact and profile information
- Focus on a department, region or reporting branch
This makes the organization chart useful as an everyday company resource rather than a document that is only consulted during onboarding, restructuring or management meetings.
Support planning, vacancies and organizational change
An organization chart can represent more than the employees who currently have user accounts.
TeamOrgChart can include vacant, temporary and planned positions, helping organizations preserve the intended structure when roles are unfilled or changes are being considered.
Different chart views can also be used during restructuring and workforce planning to explore proposed changes before they are applied to the live organization.
Configure the chart for your organization
TeamOrgChart includes configuration and design options that allow the chart to reflect the way your organization works.
You can configure:
- Employee card contents
- Colours and conditional formatting
- Departments, regions and organizational groups
- Chart starting points and displayed depth
- Exclusion and filtering rules
- Additional and vacant positions
- Custom organizational data
- Printing and PDF export options
The chart layout is generated automatically, reducing the need to manually position employee boxes or adjust reporting lines.
Why organizations use TeamOrgChart
An accurate organization chart can help employees and managers understand how the business is structured and how different people, teams and departments relate to one another.
TeamOrgChart may support:
- Employee onboarding and orientation
- Finding colleagues and understanding reporting relationships
- Communication and collaboration across departments
- Organizational restructuring and workforce planning
- Management and board reporting
- Maintaining visibility across locations, regions and time zones
Who is TeamOrgChart for?
TeamOrgChart may be a good fit if your organization has any of the following needs:
- It uses Microsoft 365
- It needs an accurate organization chart
- It wants an organization chart in Microsoft Teams, Outlook or SharePoint
- It has outgrown manually maintained PowerPoint, Excel or Visio charts
- It wants employees to search and explore reporting relationships
- It needs multiple views of the organization
- It needs to represent vacant, temporary or planned positions
- It wants predictable organization-wide pricing
TeamOrgChart is used by a wide range of organizations, from small, single-site businesses to large multinational organizations with complex departmental, regional and management structures.
Frequently asked questions
Does TeamOrgChart require Microsoft Entra ID?
No. Microsoft Entra ID is the primary data source for many customers, but TeamOrgChart can also use information imported from Excel, CSV, SharePoint and other business systems.
Does every employee need a Microsoft 365 account?
No. Employees who do not have Microsoft 365 accounts can be included using imported employee or position data.
Does every employee need a separate licence?
No. TeamOrgChart is priced for the organization rather than charging separately for every employee. The applicable plan depends on the size of the organization.
Can we create more than one organization chart?
Yes. You can create different charts for different audiences, departments, regions or business purposes.
Can the chart include vacant positions?
Yes. Vacant, temporary and planned positions can be represented alongside occupied positions.
Can we publish the chart in Microsoft Teams?
Yes. TeamOrgChart can be used within Microsoft Teams and can also be made available through Outlook, SharePoint and the web.
Can organization charts be printed or exported?
Yes. Charts can be printed or exported to PDF for meetings, reporting, archiving and other business purposes.
Can we try TeamOrgChart before purchasing?
Yes. TeamOrgChart includes a free 30-day trial.
Create your organization chart today
Turn your existing employee information into an accurate, interactive organization chart that employees can search and explore.
No manual drawing. No per-user pricing. No credit card required to begin the trial.