Mind Map View of Relationships/Connections between Dynamics 365 CRM Records - Map My Relationships

Understanding relationships in Dynamics 365 CRM can be challenging with native tools. Map My Relationships makes it simple by providing interactive relationship maps, hierarchy views, and mind map visualizations. With a 360-degree view of Accounts, Contacts, Opportunities, and even custom entities, users can explore, analyze, and take actions without leaving CRM.

Available for Dynamics 365 CRM v9.1+, Dataverse (Power Apps), and Dynamics 365 Online.

Key Features of Map My Relationships

• Relationship Mapping in Dynamics 365 CRM: Visualize 1:N, N:1, and N:N relationships for out-of-the-box and custom entities.
• Hierarchy Visualization: Explore parent-child hierarchies with structured top-down views and drill into multi-level data.
• Mind Map View for CRM Records: Use spider-view layouts with color-coded legends to see connections instantly.
• 360-Degree Actionable Data View: Access related records, log calls, send emails, or create appointments directly from the relationship chart.
• Connections & Entity Support: Configure and manage connections, and create new records or links without switching screens.
• Drill-Down & Aggregation: Navigate N-level hierarchies and view real-time aggregate values (sum, count, etc.) without rollup fields.
• Customizable & Device-Friendly: Works across devices, with support for both out-of-the-box and custom entities.

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To learn more about Map My Relationships, visit our website, explore our online docs, or browse our video library. Contact us at crm@inogic.com for a personalized demo from our technology experts.

Why Choose Map My Relationships?

Most CRM users find it difficult to visualize relationships in Dynamics 365 using native tools. Map My Relationships provides:

• Clear visualizations of organizational hierarchies and connections.
• Interactive relationship charts that save time and boost adoption.
• Unified visibility across Accounts, Contacts, Opportunities, and custom entities.
• Smarter decision-making through actionable insights on one screen.

With Map My Relationships, you always see the bigger picture — relationships, hierarchies, and connections — in a single view.

Recommended Companion App for Visualization:

Kanban Board: Visualize Microsoft Dynamics 365 CRM and Dataverse (Power Apps) data in Kanban View. Effortlessly organize and categorize records in lanes and rows for clear, actionable insights. Sort, filter, and search records at the global level to stay on top of your data. With seamless access across Web, Mobile, and Tablet, Kanban Board transforms your CRM experience into a visually organized, productive workspace.

About Inogic

With 15+ apps for Dynamics 365 CRM, Inogic has a solution for every challenge - whether it’s geospatial mapping, storage and document management, productivity, user adoption, omnichannel communication, or integrations. Each app is designed to make your CRM smarter, faster, and easier to use. Try them out with a free trial and see how they can elevate your Dynamics 365 CRM experience!