Map My Relationships

Name: Map My Relationships
Brand: Map My Relationships
Rating: 5 (2 reviews)

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

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

Map My Relationships - Visualize Dynamics 365 Entity records into Relationship Maps

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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Features

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.

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.

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.