A Guide for Mind Map visualization of Dynamics 365 CRM Record Relationships
Businesses using Dynamics 365 CRM often struggle to understand the complex web of relationships between records. Map My Relationships, an app by Inogic, provides a mind map view of Dynamics 365 CRM data directly on the record forms. This app allows users to visualize connections and relationships between entities or related records in a single view within CRM, eliminating the need to sift through multiple records. The app can be installed from Microsoft AppSource or Inogic Website for a 15-day free trial. Users can configure the app for their desired entity and add the Map My Relationships control to the entity form. The app offers features such as identifying key stakeholders, managing connections, 360° view and drill down, quick actions, grouping and aggregation, and customization. A free 15-day trial is available for download.
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