Visualize Complex Relationships in Dynamics 365 CRM with Map My Relationships

A clear, organized view of customer data is vital for maintaining efficient CRM operations in the modern business landscape. While Dynamics 365 CRM offers a solid foundation for managing these relationships, it can sometimes fall short when visualizing complex data connections.

That’s where Inogic’s Map My Relationships comes in, providing a dynamic and intuitive app that simplifies data management by visualizing relationships in a clear, interactive map format. This app enables users to quickly and efficiently navigate their CRM records, solve real-life business challenges, and stay organized in today’s competitive market.

Let’s understand how the Map My Relationship app can provide a mind map view within Dynamics 365 CRM!

Data Visualization with Grouping & Aggregation:

With the capability of Grouping & Aggregation, the Map My Relationship app helps users visualize aggregate values of related CRM records directly on an interactive relationship map without creating complex rollup fields. This capability enhances data analysis by simplifying how totals and other summary data are viewed across related records.

For example, a sales manager at a manufacturing company managing Cortana Industries can use Map My Relationships to streamline data visualization. Instead of manually creating rollup fields, the manager can:

• Group Opportunities by Region: Visualize sales opportunities by region (e.g., North America, Europe, Asia-Pacific) as nodes.
• Aggregate Sales Values: Instantly see total sales for each region (e.g., North America: $2M, Europe: $1.5M, Asia-Pacific: $1.2M).
• Quick Insights: Access real-time aggregated sales data without rollups.

Drill Down Through Multiple Entity Layers:

Map My Relationships allows users to visualize and manage complex relationships in Dynamics 365 CRM through N-Level Relationships and Connect Records functionalities. These features help users drill down through multiple layers of related entities and easily establish new connections between records.

For example, a project manager at a consulting firm handling a large corporate client, Cortana, which has multiple divisions and subsidiaries. Each division manages different projects, with various stakeholders involved at different levels.

• N-Level Relationships: The project manager uses Map My Relationships to drill down through layers of the Cortana hierarchy, from the main company entity to divisions, to get a clear view of how entities are connected without switching records.

• Connect Records: After navigating through N-level relationships, the manager can easily connect new records to the primary record, such as linking a new project manager to the Cortana account within the relationship view.

Enhance Clarity with Color Coded Roles:

The Color Coded Connection Roles feature enhances data clarity and navigation in Dynamics 365 CRM. These capabilities make it easier to identify and manage different connections and quickly access related records.

For example, consider, a purchasing manager at a retail company overseeing relationships with multiple vendors for various product categories. Managing these vendor connections efficiently is critical to ensure timely deliveries and maintain smooth operations.

• Color-Coded Connection Roles: Map My Relationships assigns different colors to connection roles, helping the manager quickly differentiate vendors by product category (e.g., electronics, clothing) without opening each record.

• Quickly Open Records using Hyperlink: The manager can instantly access a vendor’s record by clicking its hyperlink on the map, streamlining navigation and saving time when reviewing important details.

Labels for Effective Data Visualization:

Map My Relationships allows users to customize labels for Relationship, Group, and Measure levels, providing greater clarity when visualizing data in Dynamics 365 CRM. Here’s how these capabilities work in a real-world scenario.

Let’s say, a project manager at a consulting firm handling several projects for a large multinational client, Cortana, with offices in different countries. Every country manages unique projects and team members. Custom labeling helps the manager tailor the view for better clarity.

• Relationship Level: The ‘Node Label’ field auto-populates based on the selected relationship, but users can customize it by enabling ‘Use Custom Label’ and entering their label.

• Group Level (Cluster Nodes): Users can customize group/cluster node labels by enabling the “Use Custom Label” option and entering the desired label after selecting a Group By field. For example, instead of the default “Country” label, the manager renames nodes to specific country names (e.g., “US Projects,” “UK Projects”) for easier identification of regional groups.

• Measure Level (Title): The Measure title can be customized, and when a user selects a field value in the Measure field, its display name appears in the Node Label field.

For example, the manager changes the default “Budget amount” label to “Budget” to provide clearer context when tracking project budgets.

Filter CRM Records for Focused Analysis:

Map My Relationships offers robust features for filtering records and viewing data in a tabular format, enhancing data analysis and usability in Dynamics 365 CRM. Here’s how these capabilities can be applied in a real-world scenario.

For instance, consider a sales manager at a technology firm, Cortana, who is responsible for tracking client engagements across various products and services. The manager needs to efficiently analyze client relationships and performance metrics.

• Filter Records: The sales manager applies a filter to view only clients engaged with the “Enterprise Software” product line, allowing focused analysis on relevant relationships.

• View Relationships as Table: After filtering, the manager selects “View as Table” to display the data in a clear, read-only tabular format, facilitating easy comparison of client metrics like purchase history and engagement scores.

Still wondering how this can benefit you? Here are the details:

• Easily navigate CRM records with interactive relationship maps.
• View aggregate values on maps without creating rollup fields.
• Drill through multiple entity layers for clear relationship insights.
• Color-coded roles simplify connection management and quick access.
• Customize labels for better data visualization and organization.
• Apply filters for focused analysis with a clear, tabular view.

In conclusion, having a clear and organized view of customer interactions is crucial for effective CRM operations, especially in today’s fast-paced business environment. While Dynamics 365 CRM provides a solid foundation, Map My Relationships enhances this experience by offering advanced data visualization tools. With features like grouping, aggregation, N-level relationships, and color-coded connection roles, users can easily manage and navigate complex data structures. These intuitive functionalities not only streamline processes but also provide businesses with the agility needed to stay competitive and organized.

Start your visualization with a 15-day free trial of  Inogic’s app, available on Microsoft AppSource. For more details or to get started, reach out to us at crm@inogic.com.

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The post Visualize Complex Relationships in Dynamics 365 CRM with Map My Relationships appeared first on CRM Software Blog | Dynamics 365.