Smart Org Chart (preview)

The Smart Org Chart (preview) is a feature familiar to most people who have worked with Dynamics 365 Sales. Essentially, it allows users to visualize the organizational structure of an organization as an org chart. This is done by rearranging the related account contacts, thereby visualizing the hierarchy of all individuals associated with an account in Dynamics 365.

The Smart Org Chart details the organizational structure within a company.

It presents a visualization of the hierarchy of the individuals tied to a single account.

This tool is built into the Dynamics 365 Sales application.

For further information about the Smart Org Chart, visit: Read More

More about the Smart Org Chart

The Smart Org Chart is an essential tool in Dynamics 365 that aids in understanding the intricate structures within an organization. By offering a visual representation of the hierarchy of contacts related to an account, it boosts efficiency and clarity in managing relationships. The power of this feature lies in its simplicity and straightforwardness. It proves invaluable in visualizing and comprehending the community surrounding a specific account, thus enhancing effective decision-making within organizations.

Read the full article Smart Org Chart (preview)

Learn about Smart Org Chart (preview)

Smart Org Chart (preview) is a feature in Dynamics 365 Sales that allows users to visualize the hierarchy of contacts related to an account. It allows users to move the related account contacts around to create an org chart representation of the organization. The Smart Org Chart feature is designed to provide an easier and more intuitive way to review and manage the organizational structure of an organization. It also provides additional features such as filterable data, customizable views, and the ability to quickly search for contacts. With the Smart Org Chart, users can quickly identify the relationships between contacts and accounts and gain a better understanding of the organizational structure. Additionally, it can be used to identify potential areas for improvement, such as optimizing the organizational structure or reorganizing contacts and accounts. The Smart Org Chart feature can help organizations stay organized and efficient.

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Keywords

Organizational Chart, Dynamics 365 Sales, Dynamics 365, Org Chart, Account Contacts