We process visual images much faster than written text. So, it’s only logical to use visualization to analyze and interpret complex data. Keeping this thought in mind, we introduced two new visualization apps for our Dynamics 365 CRM friends –
Now, let’s delve deep and see how this solution will help you in the long run.
360-degree View of Connections & Relationships within CRM
Map My Relationships provides you with a birds-eye view of your entire Relationships & Connections of Dynamic 365 CRM records. A visual layout of the relationships and connections allows you to analyze the data in a much quicker way. This helps with faster decisions that are information-based.
Take actions without delay
Map My Relationships is not only about visualizations. You can also use the data you see to instantly perform actions. You can quickly record any activity like make an appointment for the related records, send an email or make a phone call. For example, you can choose a related record from the mind map and use the email action to send an email instantly.
The option to configure any system or custom activities to perform quick actions from the map view is also possible.
Get in-depth information
With this feature, you can drill down to N-level through the records and see associated entity records within the relationship view. Further, you can also connect a specific record to the main primary record and create a connection.
Identify & Classify Connections with ease
We use colour coding technique to identify and differentiate things easily. Similarly, Map My Relationships uses colour legends that helps you to easily identify the different roles connected to any given main/primary entity record.
Get Unified Experience Across Devices
When it comes to technology and software, restrictions and limitations hamper its value among the users. Map My Relationships comes with a unified experience by allowing you to use and visualize your relationships and connections on mobiles, tablets, laptops, or desktops. This convenience allows great mobility to the user as they can have access to their maps at their fingertips no matter where they are.
Find Information at a Glance
Getting information quickly matters the most. Nobody likes to dig deep and search for information when you are short of time. So, with Map My Relationships, you can simply hover the cursor over the respective record to see a summary of the record. For example, if the user needs the data related to a hot lead, they can simply hover over that node and view its summary.
For organizations looking forward to succeed in future; getting an efficient, effective and capable app that offers data visualization capabilities is non-negotiable.
And feel free to mail us at [email protected] for personal demo or more information on this wonderful app.
Until then - Stay Safe, Stay Healthy!