Let’s be honest—navigating relationships in Dynamics 365 can feel like playing detective. Endless tabs, disconnected records, and jumping between views just to understand how one contact links to an opportunity or case. Sounds familiar?
That’s exactly what the new Custom Page feature in Map My Relationships App is here to fix.
Whether you’re in Sales, Support, or Strategy, this new feature helps you visualize and act on complex relationships—all from one screen, no back-and-forth required.
What Is the Custom Page Feature?
Think of the Custom Page as your visual control center. Instead of navigating away from a record to explore its related data, you now get direct access to Mind Map or Hierarchy Views—right from within the record or entity grid.
Custom Page:
With Custom Page, you can:
- Quickly access relationship views from anywhere—record form or home grid
- Switch between visual views without opening new tabs or windows
- See complex connections more clearly thanks to an expanded layout
- Act faster—initiate tasks, emails, or appointments right from the map
It’s not just about seeing relationships. It’s about acting on them without wasting time.
Use Cases: Real Benefits for Teams
Let’s look at how different teams can benefit from this new feature:
- Sales:
Tired of jumping through tabs just to understand one account? The Custom Page gives sales teams a clear, unified view of relationships—making it easier to spot cross-sell and upsell opportunities without the guesswork.
- Customer Service:
Need to resolve cases faster but constantly lose time digging for context? View related contacts, past issues, and open tasks in one place—no back-and-forth, no delays.
- Operations:
Struggling to track complex project relationships across teams and vendors? Custom Page helps you see the full picture instantly, so you can make decisions with confidence and clarity.
Beyond Just Visualization
The Custom Page adds depth to what Map My Relationships already offers, like:
- 360-Degree Views of all related records
- Quick actions (create task, email, appointment directly from the map)
- N-Level Relationship Mapping
- Color-coded roles for better distinction between relationships
- Spider View for cluster-based grouping
- Hierarchy View for tree-like navigation of parent-child records
It’s a complete toolkit for transforming how you see and use your CRM data.
The Impact of Visual CRM Tools
Still wondering if this matters? Consider this:
- Businesses using visual CRM tools report 25% faster decision-making
- Users spend up to 30% less time navigating records when using map-based navigation
- Better data adoption leads to higher CRM ROI across sales and service teams
The Custom Page feature helps make these benefits accessible, without overhauling your entire system.
Final Thoughts
In the world of CRM, data overload is a common challenge, and clarity is a competitive advantage. The new Custom Page in Map My Relationships is a step forward in transforming how Dynamics 365 users interact with CRM data—more visual, more intuitive, and far more efficient.
Sometimes, it’s the small UI enhancements that make the biggest difference.
Try It Out: Experience the difference with a 15-day free trial of Map My Relationships from Microsoft AppSource or Inogic’s website.
Ready to see your data from a new perspective?
For more info or a personalized demo, drop a mail at crm@inogic.com.
The post Visualize Dynamics 365 Relationships with Expanded View and Smarter Navigation! appeared first on CRM Software Blog | Dynamics 365.
