A Guide for Mind Map visualization of Dynamics 365 CRM Record Relationships


Mind Map visualization of Dynamics 365 CRM Record Relationships

Businesses using Dynamics 365 CRM for managing their sales processes amass a lot of customer information in CRM. However, raw data is only as valuable as our ability to understand it. This is also true in the case of understanding the intricate web of relationships between records in Dynamics 365 CRM. With accounts, contacts, opportunities, and a plethora of other entities, keeping track of how they’re all connected can feel like untangling a massive knot. This complexity can make it difficult to gain a holistic view of your customer data and hinder your ability to leverage its full potential.

According to 63% of business leaders, data visualization helps them identify insights they might otherwise have missed.

Wish there was an easy way to make sense of Microsoft Dynamics 365 CRM record relationships, you’re in luck this is where Map My Relationships app by Inogic comes in.

Map My Relationships provides a mind map view of Dynamics 365 CRM data directly on the record forms. It…


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Inogic
Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.
 
Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

Author: Inogic

Inogic is one of the leading Microsoft Dynamics 365 ISV since 10+ years. Its flagship product Maplytics™ is a market leading certified (CfMD) geo-analytical mapping app. Maplytics empowers Dynamics CRM users across industries with the power of geographical data visualization, route optimization and along the route search with turn-by-turn directions, appointment planner, locational search by radius and shapes with drill-down filters and color-coded pushpins, heat maps, shape layers & territory management.   Inogic is renowned for its high quality and low-cost offshore development services and productivity apps like InoLink: QuickBooks + Dynamics CRM, User Adoption Monitor, Attach2Dynamics, Alerts4Dynamics Click2Export, Click2Clone, Kanban Board, SharePoint Security Sync, Lead Automation & Distribution, Map My Relationships, Auto Tax Calculator, Subscription and Recurring Billing and Marketing4Dynamics.

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