Overview
What is Map My Relationships?
Map My Relationships 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…
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What is Map My Relationships?
Map My Relationships 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 easier navigation to related records and the ability to record various activities like phone call, email or appointment for the related records. Users can thus, get information at a glance to drive swift action and timely completion of various tasks.
Map My Relationships Features
- Supported: Entity Support: Support both OOB and Custom Entities
- Supported: Relationships: Support for 1:N, N:1 as well as N:N information
- Supported: Connections: Configure connection control to create, update, view and delete the connection records with ease and view the connections in user’s preferred format - grid/card/relationship view.
- Supported: Navigation: Users can search and navigate to a record through the relationship view of Connections.
- Supported: 360 degree view: Get summary of all important data of the record in a single view
- Supported: Actions: Ability to quickly record any activity like phone call or appointment for the related records
- Supported: Grouping & Aggregation: Support for viewing aggregate values without the need for creating rollup fields
Map My Relationships Video
Map My Relationships - Mind Map View of Dynamics 365 CRM Records
Map My Relationships Competitors
Map My Relationships Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Unspecified |
Mobile Application | No |
Supported Countries | All |
Supported Languages | English |