How to use the NEW Org Chart in Dynamics 365 Sales

Описание к видео How to use the NEW Org Chart in Dynamics 365 Sales

The new and improved Org Chart in Dynamics 365 allows you to easily build and maintain a visual representation of your B2B customers. Simply drag and drop to show the organisational structure, mark the primary contact, tag contacts with their level of influence over the decision, mark contacts as assistants or direct reports, add notes, and view a direct link to LinkedIn Sales Navigator.

0:00 - How to use the Org Chart in Dynamics 365 Sales
5:06 - Configuring the Decision Influencer Tag options, names, colors
6:49 - Using Decision Influencer Tags in contact views and lists
7:45 - How to update to the new org chart
8:13 - Learn more about Dynamics 365 Sales

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