Mind Map View of Relationships/Connections between Dynamics 365 CRM Records - Map My Relationships

Map My Relationships empowers Dynamics 365 CRM users to visualize complex relationships and hierarchies through an interactive mind map and a dedicated hierarchy view. With intuitive controls for Relationships and Connections, it unifies related records, connection data, and parent-child structures in a single, dynamic screen. Users can explore data, gain insights, and take actions like calls or emails—all without switching between records.

As Microsoft deprecated the native Hierarchy View in Dynamics 365 CRM, many organizations now face a gap in visualizing parent-child relationships within their data. Map My Relationships effectively fills this void with a dedicated Hierarchy View, delivering a structured, top-down visualization that’s ideal for analyzing complex organizational hierarchies like account structures. Combined with a 360-degree relationship view, Map My Relationships empowers users to stay focused, enhance productivity, and make more informed decisions, all without ever leaving the CRM interface.

Map My Relationships can be configured for any out-of-the-box or custom entity view and works seamlessly across devices. It is available for Dynamics CRM v9.1 onwards, Dataverse (PowerApps) and supports Dynamics 365 Online.

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To learn more about Map My Relationships, visit our website, explore our online docs, or browse our video library. Contact us at crm@inogic.com for a personalized demo from our technology experts.

Features

• Entity & Relationship Support: Visualize 1:N, N:1, and N:N relationships for both OOB and Custom Entities in Dynamics 365 CRM
• Connections & Relationship View: Configure, manage, and view connection records in grid, card, or interactive relationship view
• Mind Map Visualization: Explore related and connected records in a radial mind map format using Spider View and color-coded legends for connection roles
• 360-Degree View with Quick Actions: Get a complete view of key data and log activities like phone calls, emails, and appointments directly from the relationship view
• Create & Connect Records: Instantly create associated records or establish new connections from within the visualization
• Drill-down & Aggregation: Navigate N-level relationships and view aggregate values (e.g., sum, count) without rollup fields
• Hierarchy View: Visualize structured parent-child relationships with support for multi-level navigation and a top-down hierarchical view
• View Upper-Level Hierarchy: Drill both upward and downward through multi-level relationships within the hierarchy

Recommended Companion App for Visualization:

Kanban Board: Visualize Microsoft Dynamics 365 CRM and Dataverse (Power Apps) data in Kanban View. Effortlessly organize and categorize records in lanes and rows for clear, actionable insights. Sort, filter, and search records at the global level to stay on top of your data. With seamless access across Web, Mobile, and Tablet, Kanban Board transforms your CRM experience into a visually organized, productive workspace.

Inogic has over 15+ Apps that help you maximize value from Microsoft Dynamics 365 CRM. Our app portfolio spans several categories, including geospatial, omnichannel, file and storage management, visualization, user adoption, productivity, and integration applications. Download today for a Free Trial and find out how these apps help enhance your Microsoft Dynamics 365 CRM experience!