Visualize Your Dynamics 365 Relationships
Get a Mind Map View of Connections & Relationships in Dynamics 365 CRM using Map My Relationships
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What's Map My Relationships?
Map My Relationships is a visualization app designed to help you better understand and manage your Dynamics 365 CRM connections. It provides a visual representation of your CRM data in a simple chart, allowing you to view, edit, and create relationships seamlessly—all of which are saved directly within your CRM. With two intuitive controls—Relationship Control and Connection Control—you can visualize relationships between different entities and related records, and view connection records in a single, unified mind-map layout.
Recent Updates
Easily identify connection roles using colour legends in the relationship view.
Personalize views by adjusting label names in Relationship and Connection controls at various levels.
Filter and focus on specific relationships or connections by selecting a view from the dropdown menu.
Analyze relationships in a read-only grid format after selecting the desired entity node view.
Information Vault
Benefits of using Map My Relationships
Boosts CRM efficiency with a clear view of relationships simplifying activity management.
Enhance decision-making and CRM management by visualizing and controlling relationships for more efficient business strategies.
Simplifies CRM data analysis and reporting, reducing manual work and enabling teams to focus on high-value activities.
Boost sales performance by quickly identifying key opportunities, managing relationships, and closing deals faster.
Supported On
Dynamics 365 CRM
Online | Dataverse
Features
Here’s How it Helps You visually manage and control CRM connections
Map and Manage Relationships and Connections
Did you know that businesses make faster, more informed decisions when they have a clear view of their relationships and connections? Map My Relationship brings your Microsoft Dynamics 365 CRM data to life with an interactive, visual interface. Effortlessly explore relationships between entities, drill down into connected records, and manage activities—all from a single screen. Say goodbye to scattered data and hello to streamlined relationship management.
Gain a comprehensive, all-in-one view of your CRM data with the 360° Relationship Navigator. It allows you to explore & analyze multiple levels of related relationships within an entity through a visual interface. Easily drill down into connected records, uncover insights, & manage activities like Emails, Tasks, Phone Calls, and Appointments directly from the map.
With Map My Connection, you can see and manage the connections within your CRM in a visual, easy-to-understand format. This visualization helps you quickly analyze data, uncover insights, and make smarter business decisions. You also gain full control over connections for specific records—create, update, or delete them as needed—all from one convenient interface, without switching tabs.
Customized Visualization and Record Linking
Finding the right records quickly is always a priority. But what if you could also customize how they look to match your needs? With Map My Relationship, you can personalize your record view using colors, custom labels, and images—making it easier than ever to identify and manage connections. No more guesswork—just clear, organized data that helps you make informed decisions with confidence.
Here’s how!
Easily connect records and visually distinguish connection roles with color-coded edges. Drill down into related records and link them seamlessly to the main record while using colors to identify different connection roles at a glance.
Easily rename labels for relationships and connections in your CRM to match your preferences. Plus, assign images to records for quick recognition at a glance.
Customized Visualization and Record Linking
Map My Relationship lets you view aggregated values of your CRM records without complex rollup fields. It streamlines data analysis, offering quick insights and easy decision-making. You can also filter entity node views to focus on specific relationships or set a default view for a more personalized experience—perfect for efficient reporting and data management.
More Features
Download Relationship Map as an Image
With Attach2Dynamics providing support for single sign-on, all actions can now be performed in the context of a logged-in user.
Auto Expand Nodes
Automatically expand nodes up to one level of hierarchical relationships when loading the map, simplifying the visualization of complex relationships.
Hover to View Record Details
Easily access detailed information about any record by simply hovering the cursor over it, eliminating the need for additional clicks.
Create Associated Records
Quickly create new entity records and associate them with main records directly from the relationship view, enhancing data management.
Connect and Link Records
Establish connections by drilling down through N-levels of records and linking any record back to the primary record, creating a cohesive data network.
Spider View
Provides a visual map of entity connections, grouping multiple relationships to a single node for a clearer, clutter-free view of complex connections.
Map Your Way to Success: A Guide to Using Mind Maps to Unlock the Power of Dynamics 365 CRM Connections
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Frequently Asked Questions
In Dynamics 365 CRM, Connections allow flexible associations between any two records with defined roles (e.g., “Advisor,” “Partner,” etc.), making them ideal for ad hoc links.
Relationships are structured and entity-specific, defining 1: N, N:1, and N: N relationships that impact data integrity and system behavior.
To see these relationships and connections in a mind map or 360-degree view, use Map My Relationships app. It gives you a quick overview of all key details about a record in one place, so you don’t have to click around to find information.
In Dynamics 365 CRM, an entity relationship role defines how entities (like Accounts, Contacts, and Opportunities) connect, using one-to-many, many-to-one, or many-to-many relationships, which are complex to manage.
You can simplify entity relationship management with the interactive visual mind map view provided by the Map My Relationship app. Instead of navigating through multiple records, the app provides a clear, intuitive view of entity connections, enabling faster and more informed decisions.
Yes, Map My Relationships is a highly flexible and agile app that provides a uniform experience across Web, Mobile and Tablet for Dynamics 365 CRM users.
Reach out to us today to know more!
