Category Archives: Map My Relationships

Relationship Mapping and Data Visualization in Dynamics 365 CRM: A Complete Guide

In modern B2B selling, revenue rarely depends on one contact. It depends on networks, influencers, decision-makers, sponsors, blockers, subsidiaries, and cross-functional teams. Yet in many organizations using Microsoft Dynamics 365, those relationships live across multiple records, forms, and dashboards. The data exists. The clarity doesn’t. This guide explores how CRM data visualization, relationship mapping, org… Read More »

Tree View for CRM Relationships Visualization — The New Upgrades of 2026

For more than five years, Map My Relationships has defined how Dynamics 365 CRM users understand, analyze, and navigate customer relationships. It introduced CRM teams to visual relationship mapping through Mind Map View and Hierarchy Views, transforming raw CRM records into connected business intelligence. In 2026, Inogic takes this leadership further. With the launch of… Read More »

Dynamics 365 CRM Hierarchy Control: 5 Benefits Every CRM Admin Should Know

In the world of CRM, data visibility, navigation, and relationship mapping are critical for smooth operations. Yet many Dynamics 365 CRM admins still struggle with understanding how records are connected – especially in complex scenarios involving accounts, contacts, opportunities, cases, and custom entities. Are you dealing with: Difficulty visualizing relationships between records Manual effort to… Read More »

Visualize Real Estate Data in Dynamics 365 CRM using Mind Maps!

In the real estate industry, it’s not the lack of data that slows deals; it’s the lack of visibility. Agents, brokers, and managers often find themselves buried in disconnected CRM records, struggling to track who’s connected to what properties, buyers, partners, and more. That’s where Map My Relationships comes in. This Dynamics 365 add-on turns… Read More »

Get a Clearer, Actionable View of Complex Dynamics 365 Relationships with the New Custom Page!

In customer relationship management, data is your most valuable asset. But let’s face it – making sense of all that data, especially when it’s spread across different entities in your CRM, can feel like a maze. Now, you might be thinking, “But I already have Microsoft Dynamics 365… isn’t that enough?” Well, while Dynamics 365… Read More »

Hierarchy View: Alternative to Dynamics 365 CRM Deprecating Hierarchy Control!

Attention Dynamics 365 users! Microsoft has announced that it will be deprecating the Hierarchy Control feature in October 2025, leaving many CRM users without a way to easily visualize parent-child relationships within their data. But don’t worry, Map My Relationships has you covered! Introducing Hierarchy View—a new feature designed to seamlessly fill the gap, making… Read More »

Simplifying Complex CRM Relationships in Dynamics 365 with new Mind Maps Spider view!

High time we all agree—managing customer and lead accounts in CRM is no less than solving a puzzle, right? Is it just me, or have you also found it difficult to figure out how different stakeholders are connected, who the key decision-makers are, or even which influencers to reach out to? Without the right tools,… Read More »

Trace entity relationships in a Mind Map view within Dynamics 365 using Map My Relationships!

Data visualization plays a crucial role in modern business operations, aiding data-driven decision-making processes. Companies worldwide are increasingly adopting visualization tools to simplify complex data and present it as actionable insights to key stakeholders. In this blog, we’ll explore how integrating data visualization tools with Microsoft Dynamics 365 can boost productivity and enhance business operations.… Read More »