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
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
With the new org chart it 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