2
- You only can delete one person at a time – not possible to mark 2 or more people
- When you add a direct report to somebody, it will be saved immediately and the view jumps back to the middle of the chart and zooms in (takes a lot of time, especially n he beginning)
- If you collapse something, its not obvious that some of the hierarchy is collapsed.
- Scrolling requires the use of scrollbars.
STATUS DETAILS
Planned
2023 Release Wave 1
Ideas Administrator

Thank you so much for detailing the usability suggestions for org chart. We are working on to revamp the org chart UX and the release is planned in Apr-May 2023 with the following capabilities:

  • Build the entire org chart via simple drag-drop action.
  • Leverage tags to quickly identify key players and decision-makers.
  • Capture notes directly from org charts on-the-go.
  • Access your org chart directly from the Contacts form as well

To your questions: 

1. "You only can delete one person at a time – not possible to mark 2 or more people: The ability to delete one person at a time is intentional so as to avoid data loss scenarios":  This is intentional and desgined this way to avoid data loss scenarios. 

2. "When you add a direct report to somebody, it will be saved immediately and the view jumps back to the middle of the chart and zooms in (takes a lot of time, especially n he beginning) - If you collapse something, its not obvious that some of the hierarchy is collapsed. - Scrolling requires the use of scrollbars" : This issue is fixed in the new version

 

I am more  than happy to connect on 1:1 call for a demo of the new workflows & gather feedback.

I will append the details of the release notes & help pages as we get closer to the release.

 

Thanks

Revathi Sankar

PM, D365 Sales

resankar@microsoft.com

Comments

S

for the last line, the comment was meant to say that if you need to scroll while dragging and dropping a contact to a new location, the fact is you can't because the view doesn't scroll - you have to use the scrollbars. Then you can't see your original contact anymore.

Category: Account, Contact, Calendar and Activity Management