Mind Map View for Relationship Mapping in Dynamics 365 CRM – Map My Relationships

Visualize CRM Relationships with Mind Map & Hierarchy Control in Dynamics 365

Map My Relationships transforms how you explore relationships in Dynamics 365 CRM, turning complex CRM data into clear, actionable relationship intelligence. Instead of navigating multiple forms and subgrids, instantly visualize connections between Accounts, Contacts, Opportunities, and custom entities in a single interactive screen. Teams using the Map My Relationships report up to 40% reduction in time spent navigating records, with faster stakeholder identification and improved CRM adoption across sales and service functions.

Extend the native Dynamics 365 Hierarchy Control with powerful Mind Map, Tree View, and Org Chart visualizations to uncover influence networks, stakeholder structures, and account hierarchies with clarity. Map My Relationships reveals multi-directional connections across entities, giving healthcare teams visibility into care networks, financial firms insight into ownership chains, and sales teams a complete view of every buying committee.

Whether you're mapping decision makers, analyzing reporting structures, or planning sales strategy, this solution delivers actionable relationship intelligence directly inside Dynamics 365.

Compatible with Dynamics 365 CRM v9.1+, Dataverse (Power Apps), and Dynamics 365 Online.

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Why Map My Relationships?

Native hierarchy views show structure. Map My Relationships shows insight. Map My Relationship is built to the highest integration standards and trusted by Dynamics 365 organizations across industries worldwide.

• Visualize multi-level CRM relationships on one screen
• Explore unlimited N-level hierarchies
• Identify influencers and key stakeholders instantly
• Switch between Mind Map, Tree, and Hierarchy layouts
• Take actions directly from the visualization

Key Features

Map My Relationships transforms how you visualize Dynamics 365 relationships, hierarchies, and influence networks by combining mind map views, structured tree layouts, and hierarchy control into one intelligent experience.

Key Capabilities

• 360° relationship visualization: View Accounts, Contacts, Opportunities, and custom entities in an interactive relationship map without switching records. Ideal for enterprise account management, complex sales cycles, and any scenario where understanding the full relationship context drives better outcomes.
• Unlimited N-level relationship drill-down: Explore complex parent–child structures and influence networks with expandable hierarchy branches.
• Multiple Visualization Modes: Toggle between Mind Map (spider view), structured Tree View, and enhanced Hierarchy Control.
• In-Node Quick Actions: Create activities, update records, associate entities, and trigger Power Automate flows directly from visual nodes.
• Built-In Analytics & Grouping: Use real-time aggregation (sum, count) and grouping without rollup fields for faster decision-making.
• Customizable Views: Apply filters, color-coded roles and connections, labels, and display images to tailor relationship views by role or team.
• Export & Collaboration: Download relationship maps as images for reporting, executive presentations, and strategy discussions.

To learn more, visit our website, explore our online docs, or watch product videos. Contact us at crm@inogic.com for a personalized demo from our experts.

Recommended Companion App for Visualization:

Kanban Board: Visualize and manage Dynamics 365 CRM and Dataverse records in an interactive Kanban View. Organize records into configurable lanes and rows, apply filters, and sort dynamically across Web, Mobile, and Tablet. Kanban Board adds structured pipeline visibility, while Map My Relationships reveals relationship intelligence - together providing a complete visual CRM experience.

About Inogic

Explore Inogic’s suite of over 15+ apps designed to maximize your Dynamics 365 CRM experience. Our app portfolio covers a wide range of categories, including geospatial, storage and document management, omnichannel, AI-Enabled Dynamics 365 Apps, user adoption, SaaS management, productivity, visualization, and integration. Take advantage of a free trial today and discover how our apps can transform your CRM experience!