Issue creating Organization Chart with Visio

Question

We have an Exchange 365 setup, and when I try to use Visio to pull the data from the Exchange Online server, it keeps giving me just the person I selected, and no one underneath them. I see in the different places I have looked, talk about creating something with Outlook, but that seems to be something that shouldn't have to happen. I am running this on Visio 365 (Visio Plan 2 license) version 2112 build 14729.20260.

Is there a limitation to Visio being able to pull data from Exchange Online?

Answer 1

Hi @Jon Mercer

> it keeps giving me just the person I selected, and no one underneath them.

Do you mean you in Organization Chart Wizard, in addition to the Name field, other fields are also selected, but only the data of the Name field is finally displayed?

Currently, I do not find any Microsoft articles to describe the limitation on this issue.
But I personally suggest you refer to the thread "Visio 2016 - Create Org Chart from Active Directory doesn't work" that creating a new desktop Outlook profile without any cached data, and with just your Exchange account.

• Create a new Outlook profile in Control Panel > Mail > Show Profiles > Add. Only configure with your Exchange account.
• Once you create the new profile, it's recommended to go and turn off Cached Mode. Please go to File, Account Settings, select the account and click Change, On the Server Settings tab please untick "Use Cached Exchange Mode". Exit and restart Outlook to have a check.
  

Besides, I also suggest you delete some pages to have a check, determine that whether the amount of data is too large to cause this issue. (This interface would be shown up after select "I want to specify how much of my organization to display on each page".

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Answer 2

Thanks, that worked, though would be nice if it just pulled data naturally from the exchange server.

I did though find another issue, which doesn't apply here, it is an Azure AD Connect issue. For some reason the manager info isn't transferring from new AD accounts to Azure user accounts. No errors in the Azure AD Connect health area, it just isn't there, though everything else is.