{"id":8869,"date":"2019-10-04T00:00:36","date_gmt":"2019-10-04T00:00:36","guid":{"rendered":"https:\/\/charterglobal.com\/?p=8869"},"modified":"2024-12-18T17:05:43","modified_gmt":"2024-12-18T17:05:43","slug":"3-ways-to-own-your-org-chart-in-dynamics-365","status":"publish","type":"post","link":"https:\/\/www.charterglobal.com\/3-ways-to-own-your-org-chart-in-dynamics-365\/","title":{"rendered":"3 Benefits of Org Chart in Microsoft Dynamics 365 CRM"},"content":{"rendered":"

One of the most important facets of client relationship management (CRM) involves understanding the chain of command within an organization.<\/p>\n

Creating an org chart with Microsoft Dynamics 365<\/a><\/strong> enables a powerful visual representation of this hierarchical infrastructure: including employees, their roles, and direct reports.<\/p>\n

1) Get the Big Picture<\/strong><\/h3>\n

Understand the big picture by creating a customized organizational chart in Dynamics 365.<\/p>\n

Rather than a standard outline or diagram, Dynamics 365 provides a visual representation, offering a birds-eye view of the reporting structure within a company (or potential sales target) of interest.<\/p>\n

This hierarchy is established\u00a0in the case of creating a new account\u00a0and\u00a0<\/em>when adding a contact hierarchy to an existing account.<\/p>\n

Empowering yourself with the big picture will help you save a sizable amount of time and frustration to get what you’re looking for.<\/p>\n

2) Connecting the Dots<\/strong><\/h3>\n

Sometimes, our business objectives require us to do a lot of digging in order to deliver results.<\/p>\n

Identifying the right contacts needed to get the information you’re looking for is often time-consuming and tiresome.<\/p>\n

This is especially true in the case of large corporations, where finding the right contact relies on combing through an extensive list of candidates with similar, yet wholly different job titles and responsibilities.<\/p>\n

Dynamic’s organizational chart functionality mitigates these complexities and helps you find exactly what you’re looking for, the first time around.<\/p>\n

3) Leverage Your LinkedIn<\/strong><\/h3>\n

Do you have a LinkedIn Sales Navigator (LISN) license? Leverage the power of LISN in your Dynamics 365 with an easily accessible, embedded widget option ensuring your contacts are kept up to date.<\/p>\n

Enhance your perspective by viewing all of the common connections between you and a new lead immediately upon creation – allowing for more warm introductions and less cold-calling.<\/p>\n

Interested in making an org chart of your own? Check out this step-by-step guide<\/a><\/strong> to help you maximize these features and more in your CRM.<\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

One of the most important facets of client relationship management (CRM) involves understanding the chain of command within an organization. Creating an org chart with […]<\/p>\n","protected":false},"author":2,"featured_media":16224,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[24],"tags":[41,177,265,266,267],"class_list":["post-8869","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-microsoft-solutions","tag-business-solutions","tag-crm","tag-customer-relationship-management","tag-microsoft-dynamics-365","tag-organization-chart"],"acf":[],"yoast_head":"\n3 Benefits of Org Chart in Microsoft Dynamics 365<\/title>\n<meta name=\"description\" content=\"Learn about the three benefits associated with understanding the inner workings of a company\u2019s reporting structure by leveraging an org chart with "Microsoft Dynamics 365".\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.charterglobal.com\/3-ways-to-own-your-org-chart-in-dynamics-365\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"3 Benefits of Org Chart in Microsoft Dynamics 365 CRM | Charter Global\" \/>\n<meta property=\"og:description\" content=\"Learn about the three benefits associated with understanding the inner workings of a company\u2019s reporting structure by leveraging an org chart with "Microsoft Dynamics 365".\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.charterglobal.com\/3-ways-to-own-your-org-chart-in-dynamics-365\/\" \/>\n<meta property=\"og:site_name\" content=\"Charter Global\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/charterglobalCG\" \/>\n<meta property=\"article:published_time\" content=\"2019-10-04T00:00:36+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-12-18T17:05:43+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.charterglobal.com\/wp-content\/uploads\/2019\/10\/3-Benefits-of-Org-Chart-in-Microsoft-Dynamics-365.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1536\" \/>\n\t<meta property=\"og:image:height\" content=\"942\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Charter Global\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@CharterGlobalCG\" \/>\n<meta name=\"twitter:site\" content=\"@CharterGlobalCG\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Charter Global\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\\\/\\\/www.charterglobal.com\\\/3-ways-to-own-your-org-chart-in-dynamics-365\\\/#article\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.charterglobal.com\\\/3-ways-to-own-your-org-chart-in-dynamics-365\\\/\"},\"author\":{\"name\":\"Charter Global\",\"@id\":\"https:\\\/\\\/www.charterglobal.com\\\/#\\\/schema\\\/person\\\/5a227a970b5f774c852ff1223d325ea7\"},\"headline\":\"3 Benefits of Org Chart in Microsoft Dynamics 365 CRM\",\"datePublished\":\"2019-10-04T00:00:36+00:00\",\"dateModified\":\"2024-12-18T17:05:43+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\\\/\\\/www.charterglobal.com\\\/3-ways-to-own-your-org-chart-in-dynamics-365\\\/\"},\"wordCount\":324,\"publisher\":{\"@id\":\"https:\\\/\\\/www.charterglobal.com\\\/#organization\"},\"image\":{\"@id\":\"https:\\\/\\\/www.charterglobal.com\\\/3-ways-to-own-your-org-chart-in-dynamics-365\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.charterglobal.com\\\/wp-content\\\/uploads\\\/2019\\\/10\\\/3-Benefits-of-Org-Chart-in-Microsoft-Dynamics-365.jpg\",\"keywords\":[\"Business Solutions\",\"CRM\",\"customer relationship management\",\"Microsoft Dynamics 365\",\"organization chart\"],\"articleSection\":[\"Microsoft\"],\"inLanguage\":\"en-US\"},{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.charterglobal.com\\\/3-ways-to-own-your-org-chart-in-dynamics-365\\\/\",\"url\":\"https:\\\/\\\/www.charterglobal.com\\\/3-ways-to-own-your-org-chart-in-dynamics-365\\\/\",\"name\":\"3 Benefits of Org Chart in Microsoft Dynamics 365\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.charterglobal.com\\\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\\\/\\\/www.charterglobal.com\\\/3-ways-to-own-your-org-chart-in-dynamics-365\\\/#primaryimage\"},\"image\":{\"@id\":\"https:\\\/\\\/www.charterglobal.com\\\/3-ways-to-own-your-org-chart-in-dynamics-365\\\/#primaryimage\"},\"thumbnailUrl\":\"https:\\\/\\\/www.charterglobal.com\\\/wp-content\\\/uploads\\\/2019\\\/10\\\/3-Benefits-of-Org-Chart-in-Microsoft-Dynamics-365.jpg\",\"datePublished\":\"2019-10-04T00:00:36+00:00\",\"dateModified\":\"2024-12-18T17:05:43+00:00\",\"description\":\"Learn about the three benefits associated with understanding the inner workings of a company\u2019s reporting structure by leveraging an org chart with \\\"Microsoft Dynamics 365\\\".\",\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\\\/\\\/www.charterglobal.com\\\/3-ways-to-own-your-org-chart-in-dynamics-365\\\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.charterglobal.com\\\/3-ways-to-own-your-org-chart-in-dynamics-365\\\/#primaryimage\",\"url\":\"https:\\\/\\\/www.charterglobal.com\\\/wp-content\\\/uploads\\\/2019\\\/10\\\/3-Benefits-of-Org-Chart-in-Microsoft-Dynamics-365.jpg\",\"contentUrl\":\"https:\\\/\\\/www.charterglobal.com\\\/wp-content\\\/uploads\\\/2019\\\/10\\\/3-Benefits-of-Org-Chart-in-Microsoft-Dynamics-365.jpg\",\"width\":1536,\"height\":942,\"caption\":\"3 Benefits of Org Chart in Microsoft Dynamics 365\"},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.charterglobal.com\\\/#website\",\"url\":\"https:\\\/\\\/www.charterglobal.com\\\/\",\"name\":\"Charter Global\",\"description\":\"Your Strategic AI & Data Engineering Solutions Partner\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.charterglobal.com\\\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.charterglobal.com\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.charterglobal.com\\\/#organization\",\"name\":\"Charter Global\",\"url\":\"https:\\\/\\\/www.charterglobal.com\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.charterglobal.com\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.charterglobal.com\\\/wp-content\\\/uploads\\\/2025\\\/03\\\/logo-icon-1.jpg\",\"contentUrl\":\"https:\\\/\\\/www.charterglobal.com\\\/wp-content\\\/uploads\\\/2025\\\/03\\\/logo-icon-1.jpg\",\"width\":696,\"height\":696,\"caption\":\"Charter Global\"},\"image\":{\"@id\":\"https:\\\/\\\/www.charterglobal.com\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/charterglobalCG\",\"https:\\\/\\\/x.com\\\/CharterGlobalCG\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/charterglobalcg\\\/\",\"https:\\\/\\\/www.instagram.com\\\/charterglobalcg\\\/\"],\"description\":\"Charter Global is a digital solution engineering company specializing in data, agentic AI automation, and end-to-end cloud transformation for enterprise-scale innovation.\",\"email\":\"info@charterglobal.com\",\"telephone\":\"(770) 326 9933\",\"legalName\":\"Charter Global Inc.\",\"foundingDate\":\"1994-01-01\",\"numberOfEmployees\":{\"@type\":\"QuantitativeValue\",\"minValue\":\"501\",\"maxValue\":\"1000\"}},{\"@type\":\"Person\",\"@id\":\"https:\\\/\\\/www.charterglobal.com\\\/#\\\/schema\\\/person\\\/5a227a970b5f774c852ff1223d325ea7\",\"name\":\"Charter Global\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/2741cea6113b96d7799024f1b40c9d29b76c0b9429454cf3187cecaa3452417f?s=96&d=mm&r=g\",\"url\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/2741cea6113b96d7799024f1b40c9d29b76c0b9429454cf3187cecaa3452417f?s=96&d=mm&r=g\",\"contentUrl\":\"https:\\\/\\\/secure.gravatar.com\\\/avatar\\\/2741cea6113b96d7799024f1b40c9d29b76c0b9429454cf3187cecaa3452417f?s=96&d=mm&r=g\",\"caption\":\"Charter Global\"}}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"3 Benefits of Org Chart in Microsoft Dynamics 365","description":"Learn about the three benefits associated with understanding the inner workings of a company\u2019s reporting structure by leveraging an org chart with \"Microsoft Dynamics 365\".","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.charterglobal.com\/3-ways-to-own-your-org-chart-in-dynamics-365\/","og_locale":"en_US","og_type":"article","og_title":"3 Benefits of Org Chart in Microsoft Dynamics 365 CRM | Charter Global","og_description":"Learn about the three benefits associated with understanding the inner workings of a company\u2019s reporting structure by leveraging an org chart with \"Microsoft Dynamics 365\".","og_url":"https:\/\/www.charterglobal.com\/3-ways-to-own-your-org-chart-in-dynamics-365\/","og_site_name":"Charter Global","article_publisher":"https:\/\/www.facebook.com\/charterglobalCG","article_published_time":"2019-10-04T00:00:36+00:00","article_modified_time":"2024-12-18T17:05:43+00:00","og_image":[{"width":1536,"height":942,"url":"https:\/\/www.charterglobal.com\/wp-content\/uploads\/2019\/10\/3-Benefits-of-Org-Chart-in-Microsoft-Dynamics-365.jpg","type":"image\/jpeg"}],"author":"Charter Global","twitter_card":"summary_large_image","twitter_creator":"@CharterGlobalCG","twitter_site":"@CharterGlobalCG","twitter_misc":{"Written by":"Charter Global","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.charterglobal.com\/3-ways-to-own-your-org-chart-in-dynamics-365\/#article","isPartOf":{"@id":"https:\/\/www.charterglobal.com\/3-ways-to-own-your-org-chart-in-dynamics-365\/"},"author":{"name":"Charter Global","@id":"https:\/\/www.charterglobal.com\/#\/schema\/person\/5a227a970b5f774c852ff1223d325ea7"},"headline":"3 Benefits of Org Chart in Microsoft Dynamics 365 CRM","datePublished":"2019-10-04T00:00:36+00:00","dateModified":"2024-12-18T17:05:43+00:00","mainEntityOfPage":{"@id":"https:\/\/www.charterglobal.com\/3-ways-to-own-your-org-chart-in-dynamics-365\/"},"wordCount":324,"publisher":{"@id":"https:\/\/www.charterglobal.com\/#organization"},"image":{"@id":"https:\/\/www.charterglobal.com\/3-ways-to-own-your-org-chart-in-dynamics-365\/#primaryimage"},"thumbnailUrl":"https:\/\/www.charterglobal.com\/wp-content\/uploads\/2019\/10\/3-Benefits-of-Org-Chart-in-Microsoft-Dynamics-365.jpg","keywords":["Business Solutions","CRM","customer relationship management","Microsoft Dynamics 365","organization chart"],"articleSection":["Microsoft"],"inLanguage":"en-US"},{"@type":"WebPage","@id":"https:\/\/www.charterglobal.com\/3-ways-to-own-your-org-chart-in-dynamics-365\/","url":"https:\/\/www.charterglobal.com\/3-ways-to-own-your-org-chart-in-dynamics-365\/","name":"3 Benefits of Org Chart in Microsoft Dynamics 365","isPartOf":{"@id":"https:\/\/www.charterglobal.com\/#website"},"primaryImageOfPage":{"@id":"https:\/\/www.charterglobal.com\/3-ways-to-own-your-org-chart-in-dynamics-365\/#primaryimage"},"image":{"@id":"https:\/\/www.charterglobal.com\/3-ways-to-own-your-org-chart-in-dynamics-365\/#primaryimage"},"thumbnailUrl":"https:\/\/www.charterglobal.com\/wp-content\/uploads\/2019\/10\/3-Benefits-of-Org-Chart-in-Microsoft-Dynamics-365.jpg","datePublished":"2019-10-04T00:00:36+00:00","dateModified":"2024-12-18T17:05:43+00:00","description":"Learn about the three benefits associated with understanding the inner workings of a company\u2019s reporting structure by leveraging an org chart with \"Microsoft Dynamics 365\".","inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.charterglobal.com\/3-ways-to-own-your-org-chart-in-dynamics-365\/"]}]},{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.charterglobal.com\/3-ways-to-own-your-org-chart-in-dynamics-365\/#primaryimage","url":"https:\/\/www.charterglobal.com\/wp-content\/uploads\/2019\/10\/3-Benefits-of-Org-Chart-in-Microsoft-Dynamics-365.jpg","contentUrl":"https:\/\/www.charterglobal.com\/wp-content\/uploads\/2019\/10\/3-Benefits-of-Org-Chart-in-Microsoft-Dynamics-365.jpg","width":1536,"height":942,"caption":"3 Benefits of Org Chart in Microsoft Dynamics 365"},{"@type":"WebSite","@id":"https:\/\/www.charterglobal.com\/#website","url":"https:\/\/www.charterglobal.com\/","name":"Charter Global","description":"Your Strategic AI & Data Engineering Solutions Partner","publisher":{"@id":"https:\/\/www.charterglobal.com\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.charterglobal.com\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.charterglobal.com\/#organization","name":"Charter Global","url":"https:\/\/www.charterglobal.com\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.charterglobal.com\/#\/schema\/logo\/image\/","url":"https:\/\/www.charterglobal.com\/wp-content\/uploads\/2025\/03\/logo-icon-1.jpg","contentUrl":"https:\/\/www.charterglobal.com\/wp-content\/uploads\/2025\/03\/logo-icon-1.jpg","width":696,"height":696,"caption":"Charter Global"},"image":{"@id":"https:\/\/www.charterglobal.com\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/charterglobalCG","https:\/\/x.com\/CharterGlobalCG","https:\/\/www.linkedin.com\/company\/charterglobalcg\/","https:\/\/www.instagram.com\/charterglobalcg\/"],"description":"Charter Global is a digital solution engineering company specializing in data, agentic AI automation, and end-to-end cloud transformation for enterprise-scale innovation.","email":"info@charterglobal.com","telephone":"(770) 326 9933","legalName":"Charter Global Inc.","foundingDate":"1994-01-01","numberOfEmployees":{"@type":"QuantitativeValue","minValue":"501","maxValue":"1000"}},{"@type":"Person","@id":"https:\/\/www.charterglobal.com\/#\/schema\/person\/5a227a970b5f774c852ff1223d325ea7","name":"Charter Global","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/secure.gravatar.com\/avatar\/2741cea6113b96d7799024f1b40c9d29b76c0b9429454cf3187cecaa3452417f?s=96&d=mm&r=g","url":"https:\/\/secure.gravatar.com\/avatar\/2741cea6113b96d7799024f1b40c9d29b76c0b9429454cf3187cecaa3452417f?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/2741cea6113b96d7799024f1b40c9d29b76c0b9429454cf3187cecaa3452417f?s=96&d=mm&r=g","caption":"Charter Global"}}]}},"_links":{"self":[{"href":"https:\/\/www.charterglobal.com\/wp-json\/wp\/v2\/posts\/8869","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.charterglobal.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.charterglobal.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.charterglobal.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.charterglobal.com\/wp-json\/wp\/v2\/comments?post=8869"}],"version-history":[{"count":3,"href":"https:\/\/www.charterglobal.com\/wp-json\/wp\/v2\/posts\/8869\/revisions"}],"predecessor-version":[{"id":19373,"href":"https:\/\/www.charterglobal.com\/wp-json\/wp\/v2\/posts\/8869\/revisions\/19373"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.charterglobal.com\/wp-json\/wp\/v2\/media\/16224"}],"wp:attachment":[{"href":"https:\/\/www.charterglobal.com\/wp-json\/wp\/v2\/media?parent=8869"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.charterglobal.com\/wp-json\/wp\/v2\/categories?post=8869"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.charterglobal.com\/wp-json\/wp\/v2\/tags?post=8869"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}