{"id":40940,"date":"2025-04-19T14:28:05","date_gmt":"2025-04-19T08:58:05","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=40940"},"modified":"2025-04-21T12:01:12","modified_gmt":"2025-04-21T06:31:12","slug":"get-a-clearer-actionable-view-of-complex-dynamics-365-relationships-with-the-new-custom-page","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2025\/04\/get-a-clearer-actionable-view-of-complex-dynamics-365-relationships-with-the-new-custom-page\/","title":{"rendered":"Get a Clearer, Actionable View of Complex Dynamics 365 Relationships with the New Custom Page!"},"content":{"rendered":"<p><img decoding=\"async\" class=\"alignnone size-full wp-image-40968\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/Complex-Dynamics-365-Relationships.png\" alt=\"Complex Dynamics 365 Relationships\" width=\"1925\" height=\"1100\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/Complex-Dynamics-365-Relationships.png 1925w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/Complex-Dynamics-365-Relationships-300x171.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/Complex-Dynamics-365-Relationships-1024x585.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/Complex-Dynamics-365-Relationships-768x439.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/Complex-Dynamics-365-Relationships-1536x878.png 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/Complex-Dynamics-365-Relationships-660x377.png 660w\" sizes=\"(max-width: 1925px) 100vw, 1925px\" \/><\/p>\n<p>In customer relationship management, data is your most valuable asset. But let\u2019s face it \u2013 making sense of all that data, especially when it\u2019s spread across different entities in your CRM, can feel like a maze.<\/p>\n<p>Now, you might be thinking, <em>&#8220;But I already have Microsoft Dynamics 365&#8230; isn&#8217;t that enough?&#8221;<\/em> Well, while Dynamics 365 is a powerhouse for managing customer data, many businesses still struggle to get a clear, actionable view of their relationships and data.<\/p>\n<p>How to streamline data navigation?<\/p>\n<p>Here\u2019s where <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\" target=\"_blank\" rel=\"noopener\">Map My Relationships<\/a> comes in. This dynamic tool helps you visualize and manage your CRM connections and record relationships in a Mind Map view, giving you a clear, actionable picture of your Dynamics 365 relationships.<\/p>\n<p>But wait \u2013 there\u2019s more!<\/p>\n<p>With the brand-new <strong>Custom Page<\/strong> feature, exploring and managing these relationships is now more intuitive and immersive than ever before.<\/p>\n<p>Are you ready to transform how you navigate your CRM data? Let\u2019s dive in!<\/p>\n<h2><strong>What Is the New Custom Page Feature?<\/strong><\/h2>\n<p>The newly launched <a href=\"https:\/\/docs.inogic.com\/map-my-relationships\/features\/custom-page\" target=\"_blank\" rel=\"noopener\">Custom Page<\/a> feature in <strong>Map My Relationships<\/strong> enhances the already powerful <strong>Mind Map<\/strong> and <strong>Hierarchy View<\/strong>, providing users with an expanded, immersive, and intuitive way to make sense of record relationships within their CRM data.<\/p>\n<p>Users can now seamlessly navigate between the <a href=\"https:\/\/docs.inogic.com\/map-my-relationships\/features\/360-degree-view\" target=\"_blank\" rel=\"noopener\">Mind Map<\/a> or <a href=\"https:\/\/docs.inogic.com\/map-my-relationships\/features\/hierarchy-view\" target=\"_blank\" rel=\"noopener\">Hierarchy View<\/a> directly from a record via the <strong>&#8220;Map My Relationships&#8221;<\/strong> button, without needing to jump between different interfaces.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-40941\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/1Actionable-View-of-Complex-Dynamics-365-Relationships.png\" alt=\"Actionable View of Complex Dynamics 365 Relationships\" width=\"1381\" height=\"562\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/1Actionable-View-of-Complex-Dynamics-365-Relationships.png 1381w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/1Actionable-View-of-Complex-Dynamics-365-Relationships-300x122.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/1Actionable-View-of-Complex-Dynamics-365-Relationships-1024x417.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/1Actionable-View-of-Complex-Dynamics-365-Relationships-768x313.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/1Actionable-View-of-Complex-Dynamics-365-Relationships-660x269.png 660w\" sizes=\"(max-width: 1381px) 100vw, 1381px\" \/><\/p>\n<p>Custom page:<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-40942\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/2Actionable-View-of-Complex-Dynamics-365-Relationships.png\" alt=\"Actionable View of Complex Dynamics 365 Relationships\" width=\"1380\" height=\"601\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/2Actionable-View-of-Complex-Dynamics-365-Relationships.png 1380w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/2Actionable-View-of-Complex-Dynamics-365-Relationships-300x131.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/2Actionable-View-of-Complex-Dynamics-365-Relationships-1024x446.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/2Actionable-View-of-Complex-Dynamics-365-Relationships-768x334.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/2Actionable-View-of-Complex-Dynamics-365-Relationships-660x287.png 660w\" sizes=\"(max-width: 1380px) 100vw, 1380px\" \/><\/p>\n<p>With the Custom Page, you can:<\/p>\n<ul>\n<li><strong>Quick Access from Anywhere<\/strong>: Open the Mind Map and Hierarchy View directly from both the Entity Home Grid and individual records, making it easy to explore relationships without extra steps.<\/li>\n<li><strong>Seamless Navigation Within Records<\/strong>: Switch effortlessly between the Mind Map and Hierarchy View while working on a record, eliminating the need to backtrack or open multiple windows.<\/li>\n<li><strong>Increase Visual Clarity:<\/strong> By expanding the visual layout, users can now view intricate relationship details more comfortably, making it easier to analyze and interpret data.<\/li>\n<\/ul>\n<p>But that\u2019s not all. Map My Relationships also offers more such powerful features, ensuring that you can manage and analyze your CRM data more effectively.<\/p>\n<h2><strong>Some Key <\/strong><a href=\"https:\/\/docs.inogic.com\/map-my-relationships\/features\" target=\"_blank\" rel=\"noopener\"><strong>Features<\/strong><\/a><strong> of Map My Relationships App:<\/strong><\/h2>\n<ul>\n<li><a href=\"https:\/\/docs.inogic.com\/map-my-relationships\/features\/360-degree-view\" target=\"_blank\" rel=\"noopener\">360-Degree View<\/a>: Get a complete snapshot of a record\u2019s associated data in one place, helping you interpret and act on information faster.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-40943\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/3Actionable-View-of-Complex-Dynamics-365-Relationships.png\" alt=\"Actionable View of Complex Dynamics 365 Relationships\" width=\"1120\" height=\"478\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/3Actionable-View-of-Complex-Dynamics-365-Relationships.png 1120w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/3Actionable-View-of-Complex-Dynamics-365-Relationships-300x128.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/3Actionable-View-of-Complex-Dynamics-365-Relationships-1024x437.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/3Actionable-View-of-Complex-Dynamics-365-Relationships-768x328.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/3Actionable-View-of-Complex-Dynamics-365-Relationships-660x282.png 660w\" sizes=\"(max-width: 1120px) 100vw, 1120px\" \/><\/p>\n<ul>\n<li><a href=\"https:\/\/docs.inogic.com\/map-my-relationships\/features\/perform-quick-actions\" target=\"_blank\" rel=\"noopener\">Quick Actions<\/a>: Perform actions such as creating tasks, appointments, or emails directly from the relationship map without navigating to different parts of the CRM.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-40944\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/4Actionable-View-of-Complex-Dynamics-365-Relationships.png\" alt=\"Actionable View of Complex Dynamics 365 Relationships\" width=\"1031\" height=\"471\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/4Actionable-View-of-Complex-Dynamics-365-Relationships.png 1031w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/4Actionable-View-of-Complex-Dynamics-365-Relationships-300x137.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/4Actionable-View-of-Complex-Dynamics-365-Relationships-1024x468.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/4Actionable-View-of-Complex-Dynamics-365-Relationships-768x351.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/4Actionable-View-of-Complex-Dynamics-365-Relationships-660x302.png 660w\" sizes=\"(max-width: 1031px) 100vw, 1031px\" \/><\/p>\n<ul>\n<li><a href=\"https:\/\/docs.inogic.com\/map-my-relationships\/features\/grouping-and-aggregation\" target=\"_blank\" rel=\"noopener\">Grouping &amp; Aggregation<\/a>: View aggregated data without creating complex rollup fields, streamlining your analysis and decision-making process.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-40945\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/5Actionable-View-of-Complex-Dynamics-365-Relationships.png\" alt=\"Actionable View of Complex Dynamics 365 Relationships\" width=\"1023\" height=\"471\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/5Actionable-View-of-Complex-Dynamics-365-Relationships.png 1023w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/5Actionable-View-of-Complex-Dynamics-365-Relationships-300x138.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/5Actionable-View-of-Complex-Dynamics-365-Relationships-768x354.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/5Actionable-View-of-Complex-Dynamics-365-Relationships-660x304.png 660w\" sizes=\"(max-width: 1023px) 100vw, 1023px\" \/><\/p>\n<ul>\n<li><a href=\"https:\/\/docs.inogic.com\/map-my-relationships\/features\/n-level-relationships\" target=\"_blank\" rel=\"noopener\">N-Level Relationships<\/a>: Drill down to view relationships from various levels, offering a comprehensive understanding of complex CRM structures.<\/li>\n<li><a href=\"https:\/\/docs.inogic.com\/map-my-relationships\/features\/color-coded-connection-roles\" target=\"_blank\" rel=\"noopener\">Color-Coded Connection Roles<\/a>: Customize connection roles with colors to easily identify different relationships within the map.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-40946\" style=\"border: 1px solid #000000; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/6Actionable-View-of-Complex-Dynamics-365-Relationships.png\" alt=\"Actionable View of Complex Dynamics 365 Relationships\" width=\"1361\" height=\"551\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/6Actionable-View-of-Complex-Dynamics-365-Relationships.png 1361w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/6Actionable-View-of-Complex-Dynamics-365-Relationships-300x121.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/6Actionable-View-of-Complex-Dynamics-365-Relationships-1024x415.png 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/6Actionable-View-of-Complex-Dynamics-365-Relationships-768x311.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/6Actionable-View-of-Complex-Dynamics-365-Relationships-660x267.png 660w\" sizes=\"(max-width: 1361px) 100vw, 1361px\" \/><\/p>\n<ul>\n<li><a href=\"https:\/\/docs.inogic.com\/map-my-relationships\/features\/spider-view\" target=\"_blank\" rel=\"noopener\">Spider View<\/a>: This feature simplifies relationship visualization by clustering related data into easy-to-read groupings, reducing map clutter and highlighting important connections.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-40947\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/7Actionable-View-of-Complex-Dynamics-365-Relationships.png\" alt=\"Actionable View of Complex Dynamics 365 Relationships\" width=\"905\" height=\"574\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/7Actionable-View-of-Complex-Dynamics-365-Relationships.png 905w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/7Actionable-View-of-Complex-Dynamics-365-Relationships-300x190.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/7Actionable-View-of-Complex-Dynamics-365-Relationships-768x487.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/7Actionable-View-of-Complex-Dynamics-365-Relationships-660x419.png 660w\" sizes=\"(max-width: 905px) 100vw, 905px\" \/><\/p>\n<ul>\n<li><a href=\"https:\/\/docs.inogic.com\/map-my-relationships\/features\/hierarchy-view\" target=\"_blank\" rel=\"noopener\">Hierarchy View<\/a>: Gain a tree-like view of data relationships, making it easier to navigate and manage parent-child connections.<\/li>\n<\/ul>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-40948\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/8Actionable-View-of-Complex-Dynamics-365-Relationships.png\" alt=\"Actionable View of Complex Dynamics 365 Relationships\" width=\"944\" height=\"417\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/8Actionable-View-of-Complex-Dynamics-365-Relationships.png 944w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/8Actionable-View-of-Complex-Dynamics-365-Relationships-300x133.png 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/8Actionable-View-of-Complex-Dynamics-365-Relationships-768x339.png 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/04\/8Actionable-View-of-Complex-Dynamics-365-Relationships-660x292.png 660w\" sizes=\"(max-width: 944px) 100vw, 944px\" \/><\/p>\n<h2><strong>Conclusion: Take Control of Your CRM Data Today!<\/strong><\/h2>\n<p>With the <strong>Custom Page<\/strong> feature, <strong>Map My Relationships<\/strong> continues to redefine how businesses engage with and visualize their CRM data. The ability to streamline workflows, customize views, and seamlessly explore relationships empowers businesses to make smarter, data-driven decisions.<\/p>\n<p>So, what are you waiting for?<\/p>\n<p><strong>Unlock the full potential of your Dynamics 365 CRM<\/strong> data with Map My Relationships\u2019 new <strong>Custom Page<\/strong> feature today, and start leveraging your data like never before!<\/p>\n<p>Try it out by downloading a 15-day free trial from our <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\" target=\"_blank\" rel=\"noopener\">website<\/a> or <a href=\"https:\/\/appsource.microsoft.com\/en-us\/product\/dynamics-365\/inogic.view-mind-map-dynamics-365-relationships?ocid=inogicwebsite_inogic_MMR\" target=\"_blank\" rel=\"noopener\">Microsoft AppSource.<\/a><\/p>\n<p>For more information, please contact at <a href=\"mailto:crm@inogic.com\">crm@inogic.com<\/a>.<\/p>\n<p>PS. Check out another of our visualization apps \u2013 <a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/kanban-board-dynamics-365-crm?utm_source=inogic-blog&amp;utm_medium=KB&amp;utm_campaign=Iblog\" target=\"_blank\" rel=\"noopener\">Kanban Board<\/a>, and simplify task tracking with its dynamic, Kanban card-based visualization of CRM records!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In customer relationship management, data is your most valuable asset. But let\u2019s face it \u2013 making sense of all that data, especially when it\u2019s spread across different entities in your CRM, can feel like a maze. Now, you might be thinking, &#8220;But I already have Microsoft Dynamics 365&#8230; isn&#8217;t that enough?&#8221; Well, while Dynamics 365\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2025\/04\/get-a-clearer-actionable-view-of-complex-dynamics-365-relationships-with-the-new-custom-page\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":15,"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":[2706],"tags":[2077],"class_list":["post-40940","post","type-post","status-publish","format-standard","hentry","category-map-my-relationships-2","tag-map-my-relationships"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/40940","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\/15"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=40940"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/40940\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=40940"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=40940"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=40940"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}