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Home » Dynamics 365 Sales Series – Part 3: How to Maintain External Org Charts (April 2020)
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Dynamics 365 Sales Series – Part 3: How to Maintain External Org Charts (April 2020)

DAC EditorialBy DAC EditorialJanuary 16, 2021Updated:June 18, 20211 Min Read
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In Dynamics 365 Sales users can build a hierarchy from existing accounts and contacts. The live organizational chart lets salespeople maintain external organization charts for their accounts. The access to an embedded LinkedIn Sales Navigator widget helps to ensure that contacts are always up to date. We will demo the following: Accessing an Org Chart, D365 Sales Hierarchy Overview, Add a Contact to the org chart, Org chart for accounts without hierarchy, Embedded LinkedIn Sales Navigator control.

Dynamics 365 CE / CRM
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