Map My Relationships

Mind Map View of Relationships or Connections between Dynamics 365 CRM records

Get 360 degrees view of all important data in a single view

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Map My Relationships

Overview

Map My Relationships is a productivity control that provides Mind Map view of Dynamics 365 CRM data on a form. It helps the users to visualize connections and relationships between Entities or related records in a single view. It enables users to drill down further through N-level relationships of a particular entity to see associated entity records, provides easy navigation to related records and quickly record various activities like phone call, email or appointment for the related records. Users can thus, get information at a glance leading to quick decisions and swift execution of tasks.
Dynamics 365 v9.1 & above
Online
Dataverse (Power Apps)

Recent Updates

  • Configure connection control to create, update, view and delete the connection records with ease
  • Provision to further drill N-level down through the relationships to see associated entity records
  • Create a new entity record through the entity node in the relationship view in just one click
  • View the connections in user’s preferred format - grid/card/relationship view.
  • Support to add color legends to easily identify connection roles

Preferred App on Microsoft AppSource

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Dynamics 365 Relationship view

Manage Connections:

Map My Connections control allows one to configure the connection control for a particular entity for which they wish to create, update and delete the connection record(s). It provides a visual layout of connections which allows to analyze data in a much quicker way thereby helping to take faster decisions that are information-based.

Show Dynamics 365 Relationship
Visualize Dynamics 365 Relationship Map

Drill Down N-Level:

With this feature one can drill down to N-level through the records and see associated entity records within the relationship view. This provides better clarity of how records are connected to each other and helps to make quick information-based decisions.

Visualize Dynamics 365 Relationship Map

Perform Quick Actions:

This feature of Map My Relationships allows users to quickly record any activity like a phone call or make an appointment for the related records. For example, if users want to send an email to the client, they can just click on the related record and create the activity on the map view itself. Users can configure any system or custom activities for them to perform quick actions from the map view.

Dynamics 365 Relationship view
Dynamics 365 Relationship view

View Record Details:

Map My Relationships also gives users the ability to view a quick summary of records just by hovering the cursor on the respective record. For example, if users need a quick summary of the data of one of the customers, they can just hover over the node of the record on the map.

Show Dynamics 365 Relationship

Grouping & Aggregation:

Map My Relationships offers support for viewing aggregate values without the need for creating rollup fields. Suppose, users want to know the aggregated value of the quote’s entity in the opportunities. They just need to double click on the quotes node in the map view and go to the individual entity and hover over it.

Color Coded Connections

With color legends, users can easily identify different connection roles within connection relationship view.

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Quick Record Association

User will have the ability to quickly create a new entity record to be associated to its main/primary entity record through the relationship view.

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Multiple Connection Views

User will be able to view the connections in any preferred format - grid/card/relationship view.

360-Degree View

With the help of Map My Relationships, users will have a 360-degree view of all the important data of Dynamic 365 CRM records.

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Display Images

Map My Relationships enables users to use images to identify Dynamics 365 CRM records easily.

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Easy Navigation

With the help of Map My Relationships, users will be able to navigate easily and quickly to any of the records in the relationships.

Entity Support

All the features of Map My Relationships are available not only for Out of the box entities, but also for the Custom entities.

Unified Experience

Users can configure Map My Relationships in Web, Mobile as well as in Tablet for a unified experience.

Frequently Asked Questions

Is there any limit in viewing the relationships between records?

No, there is no such limit. By using Map My Relationships, users can view many-to-one relationship, one-to-many relationship and many-to-many relationships of any CRM record.

Is it possible to view the details of records in the relationship map?

Yes, users can view the details of a record by just hovering the mouse pointer on that particular record. A tooltip will appear showing the details of the record for the benefit of the users.

Can one see the layers of relationship between records?

Yes, Map My Relationships provides user the opportunity to drill down to N-level through the records and see associated entity records within the relationship view.

Is Map My Relationships compatible across devices?

Yes, Map My Relationships is a highly flexible and agile app that provides a uniform experience across Web, Mobile and Tablet for Dynamics 365 CRM users.