{"id":26169,"date":"2020-12-30T12:28:59","date_gmt":"2020-12-30T12:28:59","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=26169"},"modified":"2024-10-17T10:33:20","modified_gmt":"2024-10-17T05:03:20","slug":"visualize-relationships-connections-in-dynamics-365-crm-power-apps-with-latest-map-my-relationships-features","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2020\/12\/visualize-relationships-connections-in-dynamics-365-crm-power-apps-with-latest-map-my-relationships-features\/","title":{"rendered":"Visualize Relationships &#038; Connections in Dynamics 365 CRM\/Power Apps with Latest Map My Relationships Features!"},"content":{"rendered":"<p><a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/map-my-relationships-dynamics-365-crm\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-26188 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/MMR.jpg\" alt=\"MMR\" width=\"700\" height=\"400\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/MMR.jpg 700w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/MMR-300x171.jpg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/MMR-660x377.jpg 660w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/a><\/p>\n<p>Navigating through multiple entities and related records in Dynamics 365 CRM and Power Apps can be a daunting task. Users often find themselves sifting through various records in CRM, which can lead to confusion and inefficiency. This fragmented approach not only wastes time but also makes it difficult to grasp the full picture of interconnected data.<\/p>\n<p>Enter the <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/map-my-relationships-dynamics-365-crm?utm_source=inogic-blog&amp;utm_medium=mmr&amp;utm_campaign=Iblog\">Map My Relationships<\/a> App on <a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.view-mind-map-dynamics-365-relationships?ocid=inogicblog_inogic_MMR\" target=\"_blank\" rel=\"noopener\">Microsoft AppSource<\/a>. This powerful tool offers a mind map view that visualizes Dynamics 365 relationships between entities and related records, bringing all relevant information into a single, cohesive display. No more endless clicking between screens; you can now easily comprehend complex data interactions at a glance.<\/p>\n<p>To further enhance your experience, we are excited to announce three new features coming soon to Map My Relationships, designed to optimize how you visualize and interact with your Dynamics 365 CRM and Power Apps data.<\/p>\n<ul>\n<li><strong>Map My Connections Control<\/strong>\u2013 An enhanced experience of viewing and managing connections in the Dynamics 365 CRM App.<\/li>\n<li><strong>Drilldown through N-level of relationships<\/strong>\u2013 Allows to truly navigate the entire CRM structure through Map My Relationships.<\/li>\n<li><strong>Quickly create related entity records<\/strong>\u2013 Allows to quickly create related entity records along with activities.<\/li>\n<\/ul>\n<h2><a href=\"https:\/\/bit.ly\/3qBMIwT\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter wp-image-31161 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2021\/03\/mmr.gif\" alt=\"Map My Relationships\" width=\"700\" height=\"100\" \/><\/a><\/h2>\n<h2>Map My Connections Control<\/h2>\n<p>As the name suggests, \u2018Map My Connections\u2019 is a custom control that would focus only on managing the connections for a respective entity record while \u2018Map My Relationships\u2019 control focuses on visualizing relationships between entities. With the help of this added connection control, you can easily create and update connections and manage them efficiently. Once the control is configured, you will be able to see the connections in both grid as well as relationship map within Dynamics 365.<\/p>\n<p><strong>Grid View of Connections:<\/strong><\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Grid-View-of-Connections.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-26172 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Grid-View-of-Connections.png\" alt=\"Grid View of Connections\" width=\"810\" height=\"448\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Grid-View-of-Connections.png 810w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Grid-View-of-Connections-300x166.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Grid-View-of-Connections-768x425.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/Grid-View-of-Connections-660x365.png 660w\" sizes=\"(max-width: 810px) 100vw, 810px\" \/><\/a><\/p>\n<h3>Relationships View of Connections:<\/h3>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image003.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-26173 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image003.png\" alt=\"Relationships View of Connections\" width=\"848\" height=\"401\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image003.png 848w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image003-300x142.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image003-768x363.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image003-660x312.png 660w\" sizes=\"(max-width: 848px) 100vw, 848px\" \/><\/a><\/p>\n<h2>Drilldown through N-level of relationships<\/h2>\n<p style=\"text-align: justify;\">With this feature, you can <a href=\"https:\/\/docs.inogic.com\/map-my-relationships\/configuration\/advanced-configuration\/drill-down-through-relationships\" target=\"_blank\" rel=\"noopener\">drill down further through N-level relationships<\/a> of a particular entity to see associated entity records. It works for both Relationships control and Connections control. For example, consider being a Sales Manager you want to see the associated contact connection record of a particular account in CRM along with its few other associated account records in a single view without having to navigate around to get the various pieces of information. Using this approach, you will be able to drill down through the connection relationship to see its related entity records i.e., records of Account entity in this case.<br \/>\nWhen clicking on the contact of an account, it expands to a map of everything related to that contact as per a pre-set Configuration.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image005.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-26174 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image005.png\" alt=\"Drill down N-Level\" width=\"960\" height=\"454\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image005.png 960w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image005-300x142.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image005-768x363.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image005-660x312.png 660w\" sizes=\"(max-width: 960px) 100vw, 960px\" \/><\/a><\/p>\n<h2>Quickly create related entity records<\/h2>\n<p style=\"text-align: justify;\">With Map My Relationships control, you would be able to view the related records but now with this feature, you will also be able to <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/map-my-relationships-dynamics-365-crm\/\" target=\"_blank\" rel=\"noopener\">quickly create a new related entity record<\/a> through the relationship view in Dynamics 365 CRM.<br \/>\nFor example, if you want to add a new Opportunity to an Account record without navigating from the relationship view, then you have to just click on the Opportunity entity node and it will open up a quick create form. Next, you have to just fill all the required details and save it to create the new Opportunity record.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image007.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-26175 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image007.png\" alt=\"Quick Records\" width=\"1168\" height=\"748\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image007.png 1168w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image007-300x192.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image007-768x492.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image007-1024x656.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image007-660x423.png 660w\" sizes=\"(max-width: 1168px) 100vw, 1168px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Once the record is created, the newly added record will start showing in the relationship view.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image009.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-26176 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image009.png\" alt=\"newly added record \" width=\"983\" height=\"755\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image009.png 983w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image009-300x230.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image009-768x590.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/image009-660x507.png 660w\" sizes=\"(max-width: 983px) 100vw, 983px\" \/><\/a><\/p>\n<p style=\"text-align: justify;\">Aren\u2019t these features intriguing?<\/p>\n<p style=\"text-align: justify;\">So, it can be rightly said that when it comes to visualizing relationships and connections between Dynamics 365 CRM entity records, Map My Relationships is a quite handy app to have.<\/p>\n<p style=\"text-align: justify;\">However, this was just a brief sneak peek into these upcoming new features.<\/p>\n<p>To know more, keep visiting us at this space without fail.<\/p>\n<p>Until then, download and explore Map My Relationships from our\u00a0<a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/map-my-relationships-dynamics-365-crm?utm_source=inogic-blog&amp;utm_medium=mmr&amp;utm_campaign=Iblog\">website<\/a>\u00a0or<a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.view-mind-map-dynamics-365-relationships?ocid=inogicblog_inogic_MMR\">\u00a0Microsoft AppSource<\/a>\u00a0for a free trial period of 15 days. And feel free to contact us at\u00a0<a href=\"mailto:crm@inogic.com\">crm@inogic.com<\/a>\u00a0for any mapping queries or personal demo, or you may also choose to watch this\u00a0<a href=\"https:\/\/youtu.be\/DjX8jU0OHck\">demo video<\/a>\u00a0for your perusal.<\/p>\n<p style=\"text-align: justify;\">See you next year with more such smart and interesting features of Dynamics 365 CRM\/Power Apps visualization apps.<\/p>\n<p>Stay Connected!<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/attach-2-dynamics-365-crm-upload-multiple-files-sharepoint-cloud-storage\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"aligncenter wp-image-26178 size-full\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/1Attach2Dynamics.png\" alt=\"attach2dynamics\" width=\"800\" height=\"200\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/1Attach2Dynamics.png 800w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/1Attach2Dynamics-300x75.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/1Attach2Dynamics-768x192.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2020\/12\/1Attach2Dynamics-660x165.png 660w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Navigating through multiple entities and related records in Dynamics 365 CRM and Power Apps can be a daunting task. Users often find themselves sifting through various records in CRM, which can lead to confusion and inefficiency. This fragmented approach not only wastes time but also makes it difficult to grasp the full picture of interconnected\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2020\/12\/visualize-relationships-connections-in-dynamics-365-crm-power-apps-with-latest-map-my-relationships-features\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":13,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[1980],"tags":[2107,545,1981,592,2243,2077,1337,2106],"class_list":["post-26169","post","type-post","status-publish","format-standard","hentry","category-map-my-relationships","tag-connections","tag-dynamics-365-crm","tag-dynamics-365-visualize-relationships","tag-dynamics-crm","tag-dynamics-crm-visualize-relationships","tag-map-my-relationships","tag-power-apps","tag-visualize-relationships"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/26169","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/13"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=26169"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/26169\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=26169"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=26169"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=26169"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}