TeamOrgChart Onboarding: Create, Customize & Share Org Charts in Microsoft 365

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In this complete TeamOrgChart walkthrough, we’ll show you how to create and navigate an org chart, connect employee data, customize chart boxes, manage reporting relationships, use bookmarks and search, apply conditional rules, and share your finished chart with your organization. You’ll learn how to: • Create an org chart using demo data, Microsoft Entra ID, Excel, OneDrive, or other supported data sources • Navigate large organizational structures using zoom, chart levels, bookmarks, and search • Customize the employee information displayed in chart boxes • View employee details using the side panel and Information window • Add notes and collaborate with other TeamOrgChart administrators • Customize chart colours, layouts, borders, and box styles • Create conditional rules to automatically format and filter your org chart • Control chart visibility for private, unpublished, and published charts • Share links to specific people, teams, or chart locations • Embed TeamOrgChart in your intranet • Export organizational charts to PDF or image formats • Use TeamOrgChart with Microsoft Teams and SharePoint Whether you’re creating a company org chart, visualizing reporting relationships, managing employee information, or building an organizational structure in Microsoft 365, this tutorial will help you understand the core features of TeamOrgChart. For user guides, support resources, and more information, visit: teamimprover.com