Mind Map View of Relationships/Connections between Dynamics 365 CRM Records - Map My Relationships

Map My Relationships empowers Dynamics 365 CRM users to visualize key data through an interactive mind map using two custom controls: Relationships and Connections. It simplifies Dynamics 365 data visualization by showcasing relationships between various entities/related records, and connection records in a unified manner.

Easily navigate to related records and log activities such as phone calls, emails, and appointments - all from a single relationship view. With a 360-degree visualization of Dynamics 365 relationships, users can take swift actions, complete tasks on time, and stay focused. The tool boosts productivity by delivering key information at a glance and supports clear visualization of hierarchical relationships within Dynamics 365 CRM.

Map My Relationships is now available for Microsoft Dynamics CRM v9.1 onwards, Dataverse (Power Apps). It supports Dynamics 365 CRM Online.

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To learn more about Map My Relationships, visit our website, explore our online docs, or browse our video library. Contact us at crm@inogic.com for a personalized demo from our technology experts.

Features

• Entity Support: Map My Relationships supports Dynamics 365 data visualization both OOB and Custom Entities.
• Relationships: Support for 1:N, N:1 as well as N:N information.
• Connections: Configure connection control to create, update, view and delete the connection records with ease. View the connections in user’s preferred format - grid/card/relationship view.
• Easy Navigation: Easier and quicker way for users to search and navigate to a record through the relationship view of Connections.
• 360 degrees view: Single view summary of all important data of the record.
• Quick Actions: Quickly record any activity, like a phone call or an appointment for the related records.
• Configuration: Configure controls for the Unified, Mobile and Tablet experience.
• Grouping & Aggregation: View aggregate values without the need for creating rollup fields.
• Drill-down: Set up child configuration for N-level relationships for further drill-down.
• Create Associate Record: One-click creation of a new entity record through the entity node in the relationship view.
• Connect Records: Drill down to N-level and create a connection from within the connection relationship view.
• Color Legends: Indicate the connection roles for connected records.
• Spider View: Provides a visual map of entity connections, grouping multiple relationships to a single node for a clearer, clutter-free view of complex connections.
• Hierarchy View: View complex data through a Hierarchy control in Dynamics 365 CRM interface, providing a tree-view of hierarchical relationships in Dynamics 365.

How can Map My Relationships make the most out of your CRM investment?

• Visualization of connections and relationships data in Mind Map View.
• View the entire process hierarchy in a single view.
• Unified experience across Web, Mobile and Tablet.

Recommended Companion App for Visualization:

Kanban Board: Visualize Microsoft Dynamics 365 CRM/Dataverse (Power Apps) data in Kanban View. Organize and categorize records in lanes and rows for easy analysis of data. Sorting records at the global level, filtering data, searching specific records, and viewing aggregate values of records in lane or row headers with Easy Configuration across Devices.

Inogic has over 15+ Apps that help you maximize value from Microsoft Dynamics 365 CRM. Our app portfolio spans several categories, including geospatial, omnichannel, file and storage management, visualization, user adoption, productivity, and integration applications. Download today for a Free Trial and find out how these apps help enhance your Microsoft Dynamics 365 CRM experience!