3 Ways to Visualize Your Relationships with CRM 2015

3 Ways to Visualize Your Relationships with CRM 2015

One of the ways that Microsoft Dynamics CRM 2015 delivers a great new experience for users is in how it can visually present your Accounts, Contacts or any record type rollup in an Organization Chart type format. If you would additionally like to see a short video overview, you can go here: Visualize Your Relationships in Microsoft Dynamics CRM 2015.

Here are 3 different examples to demonstrate how this now works in Microsoft Dynamics CRM 2015:

  1. On a set of Company Relationships

    The "Visual Hierarchy" in this example shows how our relationship with a large customer, Target Corporation, looks from the top, through the Regions and down to the Stores. You can see some important information on the relationship like a rolled up summary of all the Open Opportunities "Open Revenue" on the account.

    You can have up to 4 fields on each card and have multiple cards per Record Type so that you can see the key data points for the Relationship that you would want to view.

  2. On a set of Contact Relationships

    In this example, we are looking at the reporting relationship of our Contacts at Target. We can see which Directors report to which VPs and how they all roll up to the President. You can take action off of this page and these cards, whether it be "click to call" with Skype/Lync or "click to email" any of the individuals or drill into the records to get more detailed information. This example is consistent with the "Org Chart" requirements that many customers have to see reporting relationships and where people are in the Organizational Hierarchy.

  3. On a set of Contracts (Custom Entity)

    You can also take other Record types, even custom entities and do the same kind of visual experience. In this example, we have created a "Parent Relationship" for a Contract (Custom Entity in this example) which allowed us to roll-up our Store Contracts to our Regional Contracts and our Regional Contracts to our Main Contract. We can see the Value of each Contract as well as the Value of all the Contracts depending where you are in the Hierarchy. You can even select multiple "Cards" and edit them all at once from this view if you needed to make some changes to the Contract Records themselves.

 

In summary, this is a great new business capability in Microsoft Dynamics CRM 2015 that many of our customers are going to want to leverage to help their Sales Teams build better and smarter relationships with their customers.

 

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