{"id":37761,"date":"2024-04-08T14:45:23","date_gmt":"2024-04-08T09:15:23","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=37761"},"modified":"2024-04-08T14:46:00","modified_gmt":"2024-04-08T09:16:00","slug":"a-guide-for-mind-map-visualization-of-dynamics-365-crm-record-relationships","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2024\/04\/a-guide-for-mind-map-visualization-of-dynamics-365-crm-record-relationships\/","title":{"rendered":"A Guide for Mind Map visualization of Dynamics 365 CRM Record Relationships"},"content":{"rendered":"

\"Mind<\/p>\n

Businesses using Dynamics 365 CRM for managing their sales processes amass a lot of customer information in CRM. However, raw data is only as valuable as our ability to understand it. This is also true in the case of understanding the intricate web of relationships between records in Dynamics 365 CRM. With accounts, contacts, opportunities, and a plethora of other entities, keeping track of how they’re all connected can feel like untangling a massive knot. This complexity can make it difficult to gain a holistic view of your customer data and hinder your ability to leverage its full potential.<\/p>\n

According to 63% of business leaders, data visualization helps them identify insights they might otherwise have missed.<\/p>\n

Wish there was an easy way to make sense of Microsoft Dynamics 365 CRM record relationships, you\u2019re in luck this is where Map My Relationships<\/a> app by Inogic comes in.<\/p>\n

Map My Relationships provides a mind map view of Dynamics 365 CRM data directly on the record forms. It enables users to visualize connections and relationships between entities or related records in a single view within CRM. Eliminating the need to sift through multiple records to understand how they are related to each other.<\/p>\n

Here\u2019s how Map My Relationships app can help you visualize CRM record relationships in a Mind Map View:<\/p>\n

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  1. Install the app from Microsoft AppSource<\/a> or Inogic Website for a 15-day free trial. Import the app in CRM.<\/li>\n<\/ol>\n
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    \"Mind<\/p>\n

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    1. Navigate to Map My Relationships app -> Entity Configuration -> <\/strong>Complete the entity configuration for your desired entity by filling in all the details and clicking on \u2018Save\u2019.<\/strong> Here we have configured the Accounts entity.<\/li>\n<\/ol>\n
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      \"Mind<\/p>\n

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      \"Mind<\/p>\n

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      1. Now perform the steps to add Map My Relationships control on your desired entity (Account) form. <\/strong>Go to Settings<\/strong> -> Customization -> Customize the System<\/strong> –> Controls -> <\/strong>select ‘Map My Relationships\u2019 <\/strong> Now add Map My Relationships Control to your desired entity (Account)<\/strong> form.<\/li>\n<\/ol>\n
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        \"Mind<\/p>\n

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        1. Click on the edit icon next to \u2018Map My Relationship Control\u2019<\/strong><\/li>\n<\/ol>\n
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          \"Mind<\/p>\n

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          1. Enter the ‘Entity Configuration’<\/strong> record name.<\/li>\n<\/ol>\n
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            \"Mind<\/p>\n

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            1. Once done, Save and Publish <\/strong>the customization.<\/li>\n<\/ol>\n
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              \"Mind<\/p>\n

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              1. Now you can visualize record relationships in a mind map view by navigating to \u2018Map My Relationships\u2019 <\/strong>tab on the account record form.<\/li>\n<\/ol>\n
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                \"Mind<\/p>\n

                It\u2019s useful, isn\u2019t it?<\/p>\n

                Interested to know more about the app?<\/p>\n

                Here\u2019s how Map My Relationships app helps you make sense of CRM data with its amazing features.<\/p>\n