web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Org Chart App Customization

(0) ShareShare
ReportReport
Posted on by 5

Hello!

I work on a custom, Model-Driven App. Within the Accounts table, we have the org chart app that appears on each account. I was asked by a user if there is a way to default the org chart view to expanded. Essentially, this saves teams time from having to go through each individual contact and expand each time they are accessing the org chart. 

Is this something that can be custom built, applied by changing a setting, or modified based on a view?

Has anyone encountered this request before?

Is there another org chart app that works better?

As an aside, I believe this is the org chart app that is out of the box from the Sales Model Driven version of the app.

Any help is appreciated!

-DJewett

I have the same question (0)
  • Community Member Profile Picture
    on at

    Hi DJewett,

    Do you mean hierarchy in Sales app?

    View hierarchies in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Season of Sharing Community Challenge Launch!

Jump in, show your community spirit, and win prizes!

Women in Power Builds Momentum

Expanding mentorship, skilling, and AI innovation

Congratulations to the May Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Nagaraju_Matta Profile Picture

Nagaraju_Matta 123

#2
Hamza H Profile Picture

Hamza H 96 Super User 2026 Season 1

#3
Abhilash Warrier Profile Picture

Abhilash Warrier 66 Super User 2026 Season 1

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans