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 leverages a hierarchical relationship between an accounts contacts (you will need to set the hierarchical relationship up) and the control lets you
- see contact cards
- collapse and expand branches
- drag and drop contacts to new positions in the hierarchy
- zoom in and out
The Org Chart is accessed from the commandbar of an Account – click Open Org Chart (1) to open the org chart.
If you’ve set up LinkedIn Sales Navigator integration, you’ll be able to see the the LinkedIn Sales Navigator info for the matched contact in the details panel too
For larger org charts you can zoom in and out (using the scroll wheel on your mouse) to get an overview of the depth and breadth of the org hierarchy
Creating New Org Charts
When you add a new account obviously there are no associated contacts for the account. When you click the Open Org Chart button, the org chart will open 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 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 in the example above
With the new org chart it’s easier than ever to maintain an overview of the organisation hierarchy in your accounts.
- To leverage the Org Chart you need to configure a Hierarchical Relationship for contacts – link