1 / 18

Map My Relationships - Visualize Dynamics 365 Entity records

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.

Inogic
Download Presentation

Map My Relationships - Visualize Dynamics 365 Entity records

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Mind Map Visualization of Dynamics 365 CRM Records crm@inogic.com crm@inogic.com

  2. Key Features Relationships Support for 1:N, N:1 as well as N:N information. Easy Navigation Navigate easily and quickly to any of the records in the relationship. 360 degrees view Get 360 degrees view of all important data of the record in a single view. Perform quick Actions Ability to quickly record any activity like phone call or appointment for the related records. View important details Begin with a quick summary with the ability to drill down to the details. Entity Support Support both OOB and Custom entities. Grouping & Aggregation Support for viewing aggregate values without the need for creating rollup fields. crm@inogic.com

  3. Key Features Child Configuration Set up child configuration and drill N-level further down through the relationships of an entity. Map My Connections Configure connection control to create, update, view and delete the connection records. Configuration Control can be configured for Unified, Mobile and Tablet experience. Create Associate Record Ability to create a new entity record through the entity node in the relationship view in just one click Connect Records Ability to connect records from within the connection relationship view Color Legends Ability to indicate the respective connection roles that the records are connected through crm@inogic.com

  4. Available For • SUPPORTED VERSIONS • MICROSOFT DYNAMICS 365 v9.1 and above • Dataverse (Power Apps) • DEPLOYMENTS • DYNAMICS 365 ONLINE crm@inogic.com

  5. Basic Control Configuration crm@inogic.com

  6. Advanced Configuration crm@inogic.com

  7. Entity Configuration crm@inogic.com

  8. Relationships & Additional Configurations crm@inogic.com

  9. Map My Connections Control crm@inogic.com

  10. 360 degrees view of data 360 degrees view Get 360 degrees view of all important data of the record in a single view. crm@inogic.com

  11. 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 crm@inogic.com

  12. Perform Quick Actions with a Click • Perform Quick Actions with a Click • create quick activity records without navigating to entity records crm@inogic.com

  13. Hover to View Record Details • Hover to View Record Details • View details of records just by hovering the cursor on the respective record crm@inogic.com

  14. Grouping & Aggregation Grouping & Aggregation Support for viewing aggregate values without the need for creating rollup fields. crm@inogic.com

  15. Create Associate Record Create Associate Record Quickly create a new entity record through the entity node in the relationship view in just 1 click. crm@inogic.com

  16. Connect Records Connect Records Drill down N-level and create a connection from within the connection relationship view crm@inogic.com

  17. Color Legends Color Legends View color legends inside connection relationship view indicating the connection roles that the records are connected with crm@inogic.com

  18. Next Steps • Learn more about Map My Relationships today. • Get your free Map My Relationships trialfrom Microsoft AppSource or our website! • Email: crm@inogic.com crm@inogic.com

More Related