Saminogic1131
Uploaded on May 8, 2023
Category
Technology
Map My Relationships is a productivity control that provides Mind Map view of Dynamics 365 CRM data on a form. It helps the users to visualize connections and relationships between Entities or related records in a single view. It enables users to drill down further through N-level relationships of a particular entity to see associated entity records, provides easy navigation to related records and quickly record various activities like phone call, email or appointment for the related records. Users can thus, get information at a glance leading to quick decisions and swift execution of tasks.
Category
Technology
Visualize Dynamics 365 Entity records into Relationship Maps - Map My Relationships
Mind Map
Visualization of
Dynamics 365
CRM Records
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Key Features
360 degrees view Easy Navigation Relationships
Get 360 degrees view of all important Navigate easily and quickly to any of Support for 1:N, N:1 as well as N:N
data of the record in a single view. the records in the relationship. information.
View important details Perform quick Actions Entity Support
Begin with a quick summary with the Ability to quickly record any activity Support both OOB and Custom
ability to drill down to the details. like phone call or appointment for entities.
the related records.
Grouping & Aggregation
Support for viewing aggregate
values without the need for
creating rollup fields.
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Key Features
Configuration Map My Connections Child Configuration
Control can be configured for Unified, Configure connection control to Set up child configuration and drill
Mobile and Tablet experience. create, update, view and delete the N-level further down through the
connection records. relationships of an entity.
Create Associate Record Connect Records Color Legends
Ability to create a new entity record Ability to connect records from Ability to indicate the respective
through the entity node in the within the connection relationship connection roles that the records
relationship view in just one click view are connected through
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Available For
SUPPORTED VERSIONS DEPLOYMENTS
• MICROSOFT DYNAMICS 365 • DYNAMICS 365 ONLINE
v9.1 and above
• Dataverse (Power Apps)
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Basic Control Configuration
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Advanced Configuration
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Entity Configuration
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Relationships & Additional Configurations
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Map My Connections Control
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360 degrees view of data
360 degrees view
Get 360 degrees view of all important data of the
record in a single view.
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Display Images to Identify Types of Records
Display Images to Identify Types of Records
Set image of your choice for respective records
for easy identification
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Perform Quick Actions with a Click
Perform Quick Actions with a Click
create quick activity records without
navigating to entity records
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Hover to View Record Details
Hover to View Record Details
View details of records just by hovering the
cursor on the respective record
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Grouping & Aggregation
Grouping & Aggregation
Support for viewing aggregate values without
the need for creating rollup fields.
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Create Associate Record
Create Associate Record
Quickly create a new entity record through the
entity node in the relationship view in just 1 click.
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Connect Records
Connect Records
Drill down N-level and create a connection from
within the connection relationship view
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Color Legends
Color Legends
View color legends inside connection relationship
view indicating the connection roles that the
records are connected with
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Next
Steps
Learn more about
Map My Relationships today.
Get your free Map My
Relationships trial from
Microsoft AppSource or
our website!
Email: [email protected]
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