Why Map My Relationships?
The Microsoft Dynamics 365 CRM helps teams manage sales, customer relationships, and store connections. It is ground-zero for database, but all of this data is raw, complex and in large volumes that impede performance. Moreover, extracting CRM records, mapping relationships, or building associations is hard in Dynamics 365’s traditional view. So, what if you create a mind map view of this data? Getting a mind map view of your connections and relations in Microsoft Dynamics 365 CRM can significantly drive sales and improve business! Map relationships to gain insights and identify opportunities for collaboration! If you want to better understand and navigate your relationships, build strong relationships with key stakeholders, and achieve your business goals, use ‘Map My Relationships’.
Working in a charity with numerous and complex relationships, this tool is able to meet our needs to display multiple relationships in a user friendly manner. Not only is the customer support excellent and the tool able to be developed easily by our in house developer; but also, the front end users find it an excellent way to manage and monitor their case loads. One user stated: “I really like this new feature, it has saved a lot of time in trying to find out what support the SU has had.” Would recommend for organisations where having a visualisation of all relationships to a service user, and the ability to create and review related records from one place is desirable.
- Christina Jewell