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Relationship Charts
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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
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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
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Who reports to who?
Who works in the same team?
Dynamics CRM
Are these people properly qualified?
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Account Form
Organization Chart is built automatically for each newly created account and is embedded into
Account form
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SubAccounts Chart
Visualize SubAccounts
structure of the company with one
mouse click.
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People MapPatrick influences
whom?
What type of relationship do they
have?
Which other companies will he influence?
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Bring Related
Bring related contacts, accounts or other
entities
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Create Activities directly from a chart
Create activities directly from a chart
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Create new connections
Drag and drop two Actors together to
create a new connection
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Attribute Groups
Display any CRM Attributes in separate
Attribute Groups
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Access CRM forms directly from the chart
Double-click on an Actor to open CRM
form
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Zoom in/Zoom out
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Realign
Use realign functionality to
structure large charts
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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
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Identify all Decision Makers for an Opportunity
Easily grasp the entire picture of an opportunity
with all its participants and the relationships
between them.
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Export as a picture
Export as a picture and email to Colleagues and Customers
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Export to PDF and print Charts directly from CRM
Print Easily from PDF
Modify printing settings to fit the page size.
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Reveal the Relationships Behind CRM