News & Events

CRMUG Webinar: Dynamics 365 Sales Series Part 3 - How to Maintain External Org Charts

April 21st
12:00PM - 1:00PM ET

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 org chart also provides easy access to an embedded LinkedIn Sales Navigator widget, helping to ensure that contacts are always up to date.

Join us for our 45 minute webinar and discover the power D365 Sales and 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