Map My Relationships

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

Get a Mind Map View of Connections & Relationships in Dynamics 365 CRM - Map My Relationships

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Why Map My Relationships?

The Microsoft Dynamics 365 CRM helps teams manage sales, customer relationships, and store connections. It is ground-zero for database, but all of this data is raw, complex and in large volumes that impede performance. Moreover, extracting CRM records, mapping relationships, or building associations is hard in Dynamics 365’s traditional view. So, what if you create a mind map view of this data? Getting a mind map view of your connections and relations in Microsoft Dynamics 365 CRM can significantly drive sales and improve business! Map relationships to gain insights and identify opportunities for collaboration! If you want to better understand and navigate your relationships, build strong relationships with key stakeholders, and achieve your business goals, use ‘Map My Relationships’.

Overview

Map My Relationships is a preferred solution on Microsoft AppSource that provides a mind map view of Dynamics 365 CRM data. 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. You as a user can thus, get information at a glance leading to quick decisions and swift execution of tasks.

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Benefits

Map My Relationships

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Features

Manage Relationships to Target Key Stakeholders

Map My Relationships as an app provides a visual map of the relationships between various entities in the Microsoft Dynamics 365 CRM, including customers, partners, suppliers, and other stakeholders. This helps businesses identify key stakeholders and potential areas to manage relationships and collaboration better.

Manage & Control Connections

In Map My Connections, you can visualize the respective connections in your CRM. Visualizing connections allows you to analyze data quickly and make informed decisions. Additionally, these connections can be managed and controlled for a particular entity for which they wish to create, update, and delete records.

Get A 360-Degree View & Drill Down to The N-Level.

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.

Be More Responsive by Taking Quick Actions

Map My Relationships is an effective, intuitive and easy-to-use relationship mapping tool. You can perform quick actions like making a phone call, scheduling an appointment, or emailing records from the map view without navigating to the respective record!

Grouping, Aggregating & More

Map My Relationships lets you view aggregated values of any numeric fields without creating any rollup fields. You can easily configure and view the aggregated sum or average by hovering over the node. For example, in Opportunity entity you can view the total of all the open Quotes!

Get A Broad View That’s Customizable

Build a visual relationship map with your Microsoft Dynamics 365 CRM contact data for a better understanding of your customers. Map My Relationships lets you customize labels and track and analyze relationship data better. Take advantage of a broad view, adjust record summaries instantly and define nodes per your needs.