The brand new Org Chart in Dynamics 365 lets you maintain external organization charts for your accounts. You can build a hierarchy for existing accounts or use it as a starting point for adding contacts to a new account.
The org chart control lets you
- see contact cards
- collapse and expand branches
- drag and drop contacts to new positions in the hierachy
The Org Chart is accessed from the commandbar of an Account (1)
You can click any contact and see the contact card
If you've set up LinkedIn Sales Navigator integration, you'll be able to see the the LinkedIn Sales Navigator info for the contact in the details panel too
You can easily collapse and expand branches
The direct reports under the right most contact now collapsed
You can easily drag and drop contacts to new positions in the hierarchy
The contact has now moved to a new direct manager
Creating New Org Charts
When you add a new account obviously there are no associated contacts. When you click the Open Org Chart button, the org chart will come with the below placeholder. You can begin adding contacts and building the hierarchy by double clicking the plus (+) button (1) to open a task pane
In the task pane you can either search for an existing contact, or add a new one. Click the + New (1) to open up a quick create form, where you can enter the details of the new contact and save him/her
Click Save (1) to save/create the new contact
To add the new contact to the Org Chart click Add (1)
The new contact is now added to (and is the only contact in) the org chart. Double-click the contact to start adding direct reports (or a manager)
Lets just add two existing contacts as direct reports to the new contact
When done with adding direct reports click Save (1) to add the contacts to the Org Chart
The chart will update to reflect the changes
For existing accounts with one or more contacts, but no established hierarchy, by default everyone will be on the same level. You can then start dragging contacts into their hierarchical positions as shown above
With the new org chart it's easier than ever to maintain an overview of the organisation hierarchy in your accounts.
Note
- You must set up Hierarchical Relationships for contacts - see this blog post for How To
