D365 Org Charts & Relationship Health


TL;DR: Microsoft has introduced a new org chart feature in Dynamics 365 that allows users to easily visualize and manage the relationships between contacts and accounts. Users can drag and drop contacts onto the org chart canvas, set them as assistants or primary contacts, and add notes. The org chart also includes a relationship health feature that displays the health of each relationship based on activities logged in Dynamics 365. To enable the relationship health feature, users need to turn on Relationship Intelligence in the Sales Insights settings. Overall, the org chart and relationship health features provide a convenient way to manage and analyze relationships within Dynamics 365.


Article 18m

Login now to access my digest by 365.Training

Learn how my digest works
Features
  • Articles, blogs, podcasts, training, and videos
  • Quick read TL;DRs for each item
  • Advanced filtering to prioritize what you care about
  • Quick views to isolate what you are looking for right now
  • Save your favorite items
  • Share your favorites
  • Snooze items you want to revisit when you have more time