Relationship Charts

Relationship Charts for Microsoft Dynamics CRMBuild Organization and

SubAccounts Charts automaticallyEmbedded charts into Opportunity

and Account formSee all Decision Makers for

Opportunity

xRM compliant visualization platform applicable to any vertical Available on iPad and Surface

Key Features

– Create any charts for any entities (Org Charts, project participants’ chart, opportunity influence chart and many others)

– Drag and drop to build connections and relationships– Automatically build Org Charts as well as Charts with Sub-

accounts– Embedded into Account and Opportunity forms– Set actor properties by mouse clicks– Export chart to PDF to print it easily, export as a picture to

email, post to web– Bring Related connections for any actor via a context menu– Changes made on chart are updated into the CRM

database– Lock charts to archive from further changes

Who reports to who?

Who works in the same team?

Dynamics CRM

Are these people properly qualified?

Account Form

Organization Chart is built automatically for each newly created account and is embedded into

Account form

SubAccounts Chart

Visualize SubAccounts

structure of the company with one

mouse click.

People MapPatrick influences

whom?

What type of relationship do they

have?

Which other companies will he influence?

Bring Related

Bring related contacts, accounts or other

entities

Create Activities directly from a chart

Create activities directly from a chart

Create new connections

Drag and drop two Actors together to

create a new connection

Attribute Groups

Display any CRM Attributes in separate

Attribute Groups

Access CRM forms directly from the chart

Double-click on an Actor to open CRM

form

Zoom in/Zoom out

Realign

Use realign functionality to

structure large charts

Built in Business Template for Opportunities

Guide your sales people to win complex sales

Use Ghosts (Placeholders) for the

roles that haven’t been identified yet

Identify all Decision Makers for an Opportunity

Easily grasp the entire picture of an opportunity

with all its participants and the relationships

between them.

Export as a picture

Export as a picture and email to Colleagues and Customers

Export to PDF and print Charts directly from CRM

Print Easily from PDF

Modify printing settings to fit the page size.

Reveal the Relationships Behind CRM