Map My Relationships is a Microsoft preferred productivity app that offers Dynamic 365 users ability to visualize relationship between entities or related records in a simple and schematic way i.e. through Mind Maps. It enables users to visualize key information in Dynamics 365 CRM with the help of two custom controls i.e., Relationships control and Connections control. Using these two, users can visualize relationships between various Entities/related records and also view the connection records. It provides easy navigation to related records and enables to quickly record various activities like phone call, email or appointment for the related records. Users can thus, get information at a glance leading to swift action and timely completion of various tasks.
Below are some of the top features of Map My Relationships:
Support for 1:N, N:1 as well as N:N information.
Configure connection control to create, update, view and delete the connection records and view the connections in user’s preferred format - grid/card/relationship view.
Installed this tool recently to be able to give users a graphical display of relationships between various entities. The setup process was relatively easy. I reached out to Inogic with some questions and they were quick to respond and assist me in areas where I needed guidance.
Jun 10, 2022
byPadraic Heneghan onMap My Relationships
Excellent tool for visualizing relationships in Dynamics 365 and Power Apps
We have been using this tool to help our customers visualize the relationships between entities in their Dynamics and Power Apps environments e.g. stakeholder impact, vendor/org unit relationships, contracts. The visualizations are very impactful and the product is easy to install and intuitive to configure. Inogic has been great to work with. I highly recommend this tool.
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