Map My Relationships

Mind Map Visualization of Dynamics 365 CRM records

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

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 relationships between Entities or related records in a single view. It 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 CRM v9.1 onwards
Online

Recent Updates

  • View Entities and Activities of the record in a network style UI
  • Get summary of important related data of the Entity in a single view
  • Perform quick actions for related entity records
  • Navigate easily to related records
  • Classify records on the basis of status or any other Optionset field

Preferred App on Microsoft AppSource

Get started with 15 days free trial!

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. For example, if users want to get a summary of all the data in Opportunities record in a single view, then they can add Map My Relationships as a control on the said form. This will help them to interpret and analyze information quickly.

Display Images:

Map My Relationships enables users to use images to identify Dynamics 365 CRM records easily. For example, Users can set an image of their choice for respective records and make identifying records easier for them so that they can distinguish between multiple records.

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.

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.

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.

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

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

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