Managing customer organizations using organization charts in Dynamics 365 Sales can help visualize hierarchy and relationships between departments and roles. This allows for a tailored sales approach and more successful sales. To enable a smart organization chart, follow the steps in the article. Once enabled, you can easily create an organization chart by dragging and dropping contacts. The chart can be edited and filtered based on contact groups or job titles. Additional options include adding notes, tags, and accessing LinkedIn Sales Navigator and relationship analytics. The organization chart helps in understanding the decision-making process and identifying key individuals.
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