Organize contacts in live org charts for accounts

Important

This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.

The live org chart lets salespeople maintain external organization charts for their accounts. Dynamics 365 users can build a hierarchy for existing accounts or use it as a starting point for adding contacts to a new account. The org chart also provides easy access to an embedded LinkedIn Sales Navigator widget, helping to ensure that contacts are kept up to date.

You'll find the org chart on the account form when hierarchy settings for contacts are enabled. Open the org chart from the command bar and add more context to your account.

More information: Organize contacts in live org charts for accounts