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When viewing the Org Chart from a company, only the top three levels of the hierarchy are displayed. Any lower levels, underneath the top three, are hidden from view by default and it is not obvious which nodes have associated records without scrolling each one.

It would be a big improvement if the Org Chart could display more than three levels at one time, or at least indicate which nodes on the chart have associated records that are not currently displayed.
STATUS DETAILS
Planned
2023 Release Wave 1
Ideas Administrator

Thank you so much for calling out this pain point in the current 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. Importantly, the entire org chart is represented fully as a flat structure in a Teams-like view. 
  • 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

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

M

Most organisations, and especially any medium to large business, has many layers. With Chairman then CEO the Board, that already takes up 3 layers and that doesn't even get to the senior management team, let alone hiring managers at a mid-tier level and the teams that sit into them.

This would be a really powerful tool if more layers were added into the functionality/could be viewed straight as one immediate view.

Thanks.

Category: Account, Contact, Calendar and Activity Management