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

by InogicMicrosoft 365Paid

Maps relationships among Dynamics 365 CRM accounts, contacts, opportunities, and custom entities through interactive visual views.

Facts verified marketplace.microsoft.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYData Management
UPDATED ON MARKETPLACE
Mind Map View for Relationship Mapping in Dynamics 365 CRM – Map My Relationships — screenshot from the Microsoft Marketplace listing

What it does

Map My Relationships displays connections among Dynamics 365 CRM records in an interactive visual workspace. It offers mind map, tree, and hierarchy layouts for examining parent-child structures and connected entities. Visual nodes support record updates, activity creation, entity associations, and Power Automate flow triggers. The listing also describes filtering, grouping, aggregation, labels, images, color coding, and map export.

Key capabilities

from the Microsoft Marketplace listing

CRM relationship maps

Shows accounts, contacts, opportunities, and custom entities together in a visual relationship view.

Hierarchy exploration

Lets records be expanded through multiple levels of parent-child and influence relationships.

Visual layout options

Includes mind map, tree, and hierarchy presentations for connected CRM data.

Node-based record actions

Supports activity creation, record changes, entity links, and Power Automate flow triggers from map nodes.

Grouping and aggregation

Provides grouping plus sum and count calculations without requiring rollup fields.

View customization

Supports filters, role and connection colors, labels, and record images.

Image export

Exports relationship maps as images for reports, presentations, and planning discussions.

Use cases

  • Healthcare teams can map connections within care networks.
  • Financial firms can inspect ownership relationships.

Who it's for

The listing names healthcare teams, financial firms, sales teams, and service functions.

How it compares

Map My Relationships and Customer Portal for Dynamics 365 Business Central, DeS Vendor Portal for Dynamics 365 Business Central, TrinDocs for Microsoft Dynamics 365, Data Quality App for Public Sector, and Data8 Data Integrity™ - Data Quality Solution are all paid and cloud-deployed. The alternatives have update dates ranging from Nov 2024 to Aug 2026, while Map My Relationships is listed as updated on Aug 2026.

NamePricingDeploymentUpdated
Mind Map View for Relationship Mapping in Dynamics 365 CRM – Map My Relationshipsthis pluginPaidCloud
Customer Portal for Dynamics 365 Business CentralNot in catalog
DeS Vendor Portal for Dynamics 365 Business CentralPaidCloud
TrinDocs for Microsoft Dynamics 365PaidCloud
Data Quality App for Public SectorPaidCloud
Data8 Data Integrity™ - Data Quality SolutionPaidCloud

In the catalog

184 plugins in Power Automate · Data Management

Price distribution: 2 free, 3 freemium, 121 paid, 58 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Power Automate
Deployment
Cloud
Pricing
Paid

More from Inogic

Similar plugins in Power Automate · Data Management

View all 184 →

What the vendor says

«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 …»

Official marketplace listing

Publisher
Inogic
Updated on marketplace
Facts verified

Tags

dynamics365relationshipviewshowvisualizemapmindformapping