- Drag and drop actions to create, update information
- Right-click context menu makes interaction quick and easy
- Export chart to Excel to print, email, post to web
- Add notes to contacts & organizations on the chart
- Link charts for easy navigation – Drill into information
- Changes made on chart are updated into the CRM database
- Lock chart so no further changes can be made – either from chart itself or CRM database
- Administration tools built-in to CRM – No programming!
- Available in local languages
Standard view in Microsoft Dynamics CRM
Relationship Chart Add-on
A lot of customers are asking for this kind of functionality in CRM. Making the Business Units, Security Rolls and data (account & contact information) visual in CRM, helps the customer to get a better insight in their processes and data. I'm looking forward to work with this great add-on. Of course I will let you know my findings and the customer opinions, so to be continued...