Visualizing Complex CRM Record Relationships in Dynamics 365 with Spider View!

Managing customer accounts can often feel like solving a puzzle—figuring out how stakeholders are connected, which decision-makers to contact, and identifying key influencers. Without the proper tools, this process becomes time-consuming and overwhelming, as you toggle between screens and search through multiple records.

In fact, 40% of professionals report wasting time managing disconnected data across platforms.

But here’s the good news:

There’s a smarter way to tackle this!

Introducing Map My Relationships, a Mind Map visualization app for Dynamics 365 CRM that simplifies navigating and visualizing record relationships. This powerful tool offers quick access to connected data for more efficient task management.

And now, with the addition of Spider View, the app just got even more powerful. It provides a clear, visual representation of relationships, helping you manage accounts more effectively and save valuable time.

Say Hello to Spider View: See Connections Like Never Before!

Spider View in the Map My Relationships app transforms how you understand CRM record relationships. It simplifies complex connections by grouping multiple relationships pointing towards the same record into a single, clear node on a visual mind map.

Say goodbye to clutter and hello to a clean, insightful view of your network—making it easier and faster to manage relationships.

Here’s how Spider View simplifies things:

Imagine a contact like Rene Valdes, linked to several accounts such as A. Datum Corporation. Without Spider View, you’d see Rene as separate nodes for each relationship type, making it hard to manage.

With Spider View, Rene appears as a central node, showing all his connections in one place. For example, A. Datum Corporation has two types of relationships with contacts:

• 1:N: Several contacts linked to one account
• N:N: Multiple contacts linked to multiple contacts

Normally, Rene would appear as two separate nodes, one for each relationship type. But with Spider View, all of Rene’s connections are merged into a single, clear node, making the structure much easier to follow.

Key Features of Spider View:

By utilizing the Spider View, businesses can streamline relationship mapping, making it easier to manage and analyze connections within their CRM system.

Additional Key Features of Map My Relationships:

In addition to the new Spider View, Map My Relationships includes a variety of features that boost CRM usability:

• 360-Degree Overview: Access a complete snapshot of all relevant data for a record at a glance.
• Display Images: Enhance records with images for quicker recognition and easy access.
• Quick Actions: Effortlessly create activities like emails, tasks, and appointments directly from the mind map view.
• Instant Record Details: Hover over a record node in the mind map to view essential information instantly.
• Grouping & Aggregation: View aggregated values of CRM records without needing rollup fields.
• N-Level Relationships: Explore deep connections through multiple levels to see linked entities.
• Color-Coded Connection Roles: Easily identify different connection types with color-coded roles.

Conclusion:

Simplify and optimize your CRM record relationships with the Map My Relationships app, making connection management in Microsoft Dynamics 365 CRM faster and more efficient. The new Spider View feature enhances this by offering a clear, interactive layout that helps you easily navigate and understand complex data.

Are you ready to transform the way you visualize and manage your CRM relationships?

Explore Map My Relationships today and experience a smarter, more intuitive way to build and strengthen your business connections!

Try it out by downloading a 15-days free trial from our website or Microsoft AppSource.

For more information, please contact us at crm@inogic.com.

The post Visualizing Complex CRM Record Relationships in Dynamics 365 with Spider View! appeared first on CRM Software Blog | Dynamics 365.