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Q-Team SolutionsPaid
Relationship Charts
by WaveAccess2Microsoft 365Paid
Visualizes relationships, hierarchies, and opportunities within Dynamics 365 CRM.
PRICINGPaid
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
What it does
Relationship Charts creates visual maps of relationships and hierarchies between colleagues, clients, contracts, and business entities within Dynamics 365 CRM. It provides hierarchy, organization, opportunity, and genealogy charts, with tools for adding entities, roles, activities, colors, and icons. Charts can be exported as PDFs or pictures, and chart changes can be updated in the CRM database. Charts can also be locked to prevent further changes, with placeholder participants available for future investigation.
Key capabilities
from the Microsoft Marketplace listingHierarchy charts
Creates hierarchy charts with cross-functional relationships.
Organization charts
Creates organization charts and charts with sub-accounts.
Opportunity charts
Displays roles, relationship complexity, activities, colors, and icons for opportunities.
Relationship mapping
Builds connections and relationships through drag-and-drop editing on the chart.
Chart export
Exports charts to PDF or as pictures for email or web posting.
CRM updates
Updates the CRM database with changes made on a chart.
Chart locking
Locks charts to prevent further changes.
Ghost participants
Adds placeholder participants for future investigation.
Use cases
- Maps competitors and influencers for a market view.
- Creates a Who Knows Whom chart for future deals.
In the catalog
328 plugins in Dynamics 365 · Analytics
Price distribution: 6 free, 11 freemium, 302 paid, 9 price not published
Pricing & deployment
Platform
Microsoft 365
Product
Dynamics 365
Deployment
Cloud
Pricing
Paid
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What the vendor says
«Relationship Charts is an add-on for MS Dynamics CRM that connects the dots in complex deals. Relationship Charts is a sales visualization application for Microsoft Dynamics CRM that provides an insights-driven approach to opportunity management to put the odds in your favor of winning more deals. Relationship Charts …»