\u2192 Entity Configuration \u2192 New<\/strong><\/p>\nConfiguration Fields:<\/strong><\/p>\n\n- Name:<\/strong> Enter a friendly name. This name appears in the Map My Relationships Control Configuration<\/em> property.<\/li>\n
- Entity:<\/strong> Choose the CRM entity (e.g., Account, Contact).<\/li>\n
- Set as Default:<\/strong> Select Yes<\/em> or No<\/em> depending on which entity configuration should be the default.<\/li>\n
- Entity Node Image:<\/strong> Choose how the entity\u2019s image appears on the map. Options include:\n
\n- Entity Image<\/strong> \u2013 image set for the entity in sitemap<\/li>\n
- Record Image<\/strong> \u2013 image for the specific record (defaults to entity image if none)<\/li>\n
- Image URL<\/strong> \u2013 use an internal or external image link<\/li>\n<\/ul>\n<\/li>\n
- Allowed Actions:<\/strong> Select quick activity actions (e.g., Email, Phone Call, Task) available for the node.<\/li>\n
- Auto Expand Map:<\/strong> Choose Yes<\/em> if you want the map to automatically expand nodes when opened.<\/li>\n<\/ul>\n
![\"Mind-Map](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/11\/2Mind-Map-View-in-Dynamics-365.png\")
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Step 2: Configure Entity Relationships for Mapping CRM Records<\/strong><\/p>\nEntity Relationships define which related records<\/strong> appear on the Map My Relationships view.<\/p>\nNavigation Path:<\/strong><\/p>\nFrom the created Entity Configuration record \u2192 go to Entity Relationships subgrid \u2192 New<\/strong><\/p>\nFields to Configure:<\/strong><\/p>\n\n- Relationship Type:<\/strong> Choose among One-to-Many<\/em>, Many-to-One<\/em>, or Many-to-Many<\/em>.<\/li>\n
- Relationship:<\/strong> Select the relationship (filtered based on chosen type).<\/li>\n
- Relationship Node Image:<\/strong> Similar options as before (Entity Image, Record Image, or Image URL).<\/li>\n<\/ul>\n
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\n- Default View Filter:<\/strong> Select the default CRM view for filtering relationship data.<\/li>\n
- Allowed Actions:<\/strong> Define actions users can perform for related records.<\/li>\n
- View to Show Fields on Tooltip:<\/strong> Select which fields to display as tooltips when hovering over nodes.<\/li>\n<\/ul>\n
Example: If you select the Active Invoices<\/em> view, hovering over an Invoice node displays its key columns.<\/p>\nStep 3: Grouping and Data Aggregation <\/strong><\/p>\nYou can organize related records visually and display summarized data.<\/p>\n
\n- Group By:<\/strong> Select an OptionSet field<\/em> (e.g., Gender, Category) to group records.Example: Group Contacts by Gender Code<\/em> to see male and female records separately.<\/li>\n
- Measure and Aggregate Type:<\/strong> Choose a numeric field (e.g., Credit Limit) and aggregation type (Sum<\/em>, Average<\/em>, Count<\/em>).\n
\n- Example: If four contacts have different credit limits, hovering over the grouped node shows the total (e.g., \u20b95,000).<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n
![\"Mind-Map](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/11\/3Mind-Map-View-in-Dynamics-365.png\")
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Output:<\/strong><\/p>\n![\"Mind-Map](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/11\/4Mind-Map-View-in-Dynamics-365.png\")
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How to Configure Drill-Down Relationship Settings in CRM?<\/strong><\/p>\nThe Drill Down<\/strong> feature allows users to explore N-level relationships<\/strong> visually\u2014making it easy to trace connections between Accounts, Contacts, Opportunities, and beyond.<\/p>\nExample Scenario:<\/strong><\/p>\nA user wants to see:<\/p>\n
\n- The associated contact connections<\/strong> for an Account, and<\/li>\n
- Further drill into those Contact records to see related Accounts<\/strong>.<\/li>\n<\/ul>\n
Configuration Steps:<\/strong><\/p>\nEntity Configuration \u2013 Account<\/strong><\/p>\n\n- Entity:<\/strong> Account<\/li>\n
- Relationship Type:<\/strong> One-to-Many (account_connections1)<\/li>\n
- View to Show Fields on Tooltip:<\/strong> Active Connections<\/li>\n
- Use Default Configuration:<\/strong> Yes<\/li>\n<\/ul>\n
![\"Mind-Map](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/11\/5Mind-Map-View-in-Dynamics-365.png\")
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Entity Configuration \u2013 Contact<\/strong><\/p>\n\n- Entity:<\/strong> Contact<\/li>\n
- Set As Default:<\/strong> Yes<\/li>\n
- Relationship Type:<\/strong> One-to-Many (account_primary_contact)<\/li>\n
- View to Show Fields on Tooltip:<\/strong> My Active Accounts<\/li>\n<\/ul>\n
Note: Only one entity configuration<\/strong> can be set as default to be used as a child configuration.<\/p>\n![\"Mind-Map](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/11\/6Mind-Map-View-in-Dynamics-365.png\")
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Visual Outcome:<\/strong><\/p>\n\n- Open an Account<\/strong> record \u2192 Click on Relationship Connection<\/strong>.<\/li>\n
- Expand the Connections<\/strong> node to view associated contact connections.<\/li>\n
- Expand a Contact record (e.g., Cathan Cook)<\/strong> to see the related Accounts.<\/li>\n
- Continue drilling down to explore more associated records visually.<\/li>\n<\/ol>\n
This dynamic mapping gives users a 360\u00b0 view of CRM relationships<\/strong>\u2014all within a single, intuitive interface.<\/p>\n![\"Mind-Map](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/11\/7Mind-Map-View-in-Dynamics-365.png\")
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![\"Mind-Map](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/11\/8Mind-Map-View-in-Dynamics-365.png\")
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Pitfalls & How to Avoid Them<\/strong><\/p>\n\n- Poorly defined relationships<\/strong>: If your data model is messy, the map will be confusing. Solution: first clean your model.<\/li>\n
- Too many nodes \/ clutter<\/strong>: Don\u2019t try to show everything<\/em>. Start small, then expand.<\/li>\n
- Performance challenges<\/strong>: Large relationships\/deep levels slow load \u2014 impose limits.<\/li>\n
- User resistance<\/strong>: Some users prefer lists \u2014 training and champion users help.<\/li>\n
- Over-customisation<\/strong>: If you heavily customise visuals\/controls, upgrades might become a pain. Balance standard vs bespoke<\/li>\n<\/ul>\n
Why Use Map My Relationships?<\/strong><\/p>\nBy configuring relationships using this method, you can:<\/p>\n
\n- Visually analyze N-level record connections<\/strong>.<\/li>\n
- Save time navigating complex relationships.<\/li>\n
- Improve data comprehension<\/strong> and decision-making<\/strong>.<\/li>\n
- Empower users to act directly from the map (e.g., create tasks, send emails).<\/li>\n<\/ul>\n
![\"N-level](\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2025\/11\/N-level-record-connections.png\")
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