Hello Everyone,
Today i am going to share how to switch to New Org chart will fully replace the old version.
Let’s get’s started.
Login into Dynamics 365 Sales
New Org Chart:
Help sellers gain a deeper understanding of account hierarchies and contact influence levels within an account.
Org Chart help you visualize the hierarchy and relationship between departments and roles in your customers organisations.
Note: Starting October 2023, the new org chart will fully replace the old version: Features includes:
Improved Experience: Now access the org chart from contacts form as well. All the contacts associated with the account will be pre-loaded into a list on the left pane. Easily drag and drop from the list to build your org chart.
Add more information: Define contact’s influence level by adding labels or by setting them as assistants.Keep track of important information by veiwing and adding seller notes.
Do more by upgrading your license: Understand the relationship health with your…
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