Dynamics 365 CRM being a multifaced platform provides users data-driven solutions. And businesses look for solutions that can increase the productivity of Dynamics 365 CRM multi-folds. One such solution required is an application that can enhance the viewing of records and their relationships like account details, lead details, perform quick actions on records, and further analyze the data without hopping through different entities pages repeatedly.
And Inogic has the right solution for them -
Let’s answer a few of the questions related to Map My Relationships that you may have regarding how it can benefit your business:
What unique feature does Map My Relationships offer to Dynamics 365 CRM users?
Among all the features that Map My Relationships offer, the most loved and unique feature is the Mind Map view of Dynamics 365 CRM records. It provides a complete 360-degree view of all the important data of a record in a single view. This feature helps in understanding the hierarchical structure of the relationship between records in a single glance thereby making decision making simpler.
Is there an option to create activity records related to entities from the map itself?
Along with the mind map view, Map My Relationships also enable you to create activities like Phone Calls, Appointments, Add Tasks, etc. right from the map itself. You do not have to go to the individual record to perform all these actions.
Can important details related to the record be viewed on the map?
Map My Relationships is here to provide a visualization of all the records and their relationships in a single glance. To make it easier for the users, it also allows you to view the details of a record just by hovering on the record. There is no need to open a record and view its data in record form.
Is this all? What other features does Map My Relationships offer?
Apart from providing a 360-degree view, providing a quick view of details of records, and allowing you to perform quick actions on the records, it provides an option to assign images to records and also provide a view of the aggregate value of records. Let us find out more about these features:
To provide a quick visualization, Map My Relationships provide an option of assigning images to the data so that they can be quickly identified. This will help in distinguishing the records and you will be able to make quick decisions and save time.
Aggregation and Grouping:
With Map My Relationships, users can view the aggregate value of record and see the performance of the record. You won’t have to create a roll-up field for this.
All these features in just one application! Now you will be able to handle multiple projects without worrying about remembering relationships between multiple entities. And this is not limited to only one or two entities, you can visualize the relationship associated with any record by adding Map My Relationships as a control on the required form.
Visualize, analyze, and enhance the productivity of your Dynamics 365 CRM with the help of this solution.
Feel free to contact us at firstname.lastname@example.org for a quick demo, feedback, or suggestions!
Until then – Stay Safe, Stay Healthy!