Relationship Charts visualization capabilities that you miss with CRM 2015 Hierarchy Visualizations

C4CRM Relationships Chart tool goes beyond capabilities of Dynamics CRM 2015 built-in Hierarchy Visualizations and eliminates critical limitations in the visualization that many CRM projects face.

Hierarchy Visualizations released in CRM 2015 brought a new way to visualize the relationships between records but only of the same entity type.

However, did you know that with C4CRM Relationship Charts released in 2006, you can see and create any and all logical relationships and connections between any types of entities?

Let’s take a closer look at the differences between Built-In Hierarchy Visualizations functionality and Relationship Charts:


1. DISPLAY ALL RELATIONSHIPS BETWEEN ALL ENTITIES

Feature Relationship Charts CRM 2015 Hierarchy Visualization
Display hierarchical relationships between records of the same entity type
Display hierarchical relationships between records of different entity type
Display non-hierarchical relationships between records of the same entity type
Display non-hierarchical relationships between records of different entity type

Built-In Hierarchy Visualizations limits you to see only hierarchical relationships between records of the same entity type, while Relationship Charts allows you to see any and all logical relationships between all entities (for example cross team relationships, responsibility relationships, ownership relationships, project relationships, etc.).

Display Hierarchical Relationships Between Records Of The Same Entity Type 1 1
1. Display hierarchical relationships between records of the same entity type
Display Non Hierarchical Relationships Between Records Of The Same Entity Type 1 3
2. Display non-hierarchical relationships between records of the same entity type
Display Hierarchical Relationships Between Records Of The Different Entity Type 1 2
3. Display hierarchical relationships between records of the different entity type
Display Non Hierarchical Relationships Between Records Of The Different Entity Type 1 4
4. Display non-hierarchical relationships between records of the different entity type

2. DISPLAY UNLIMITED NUMBER OF ENTITY ATTRIBUTES ON THE CHARTS

Built-In Hierarchy Visualizations displays four attributes per a chart node. Relationship Charts leverages multi-page concept that allows you to see almost an unlimited number of attributes.

Display Unlimeted Number Of Entity Attributes On The Charts
5. Display unlimited number of entity attributes on the chart

3. DISPLAY MORE THAN 4 LEVELS OF HIERARCHY USING ZOOM IN ZOOM OUT FUNCTIONALITY

When you work with big hierarchies that contain more than 4 levels the Zoom functionality becomes very important. The whole picture can be seen at quick glance. Hierarchical Visualization limits you to 4 levels of hierarchy shown at once.

Zoom In
6. Zoom in
Zoom Out
7. Zoom out

4. CREATE RELATIONSHIPS ON THE CHART

Feature Relationship Charts CRM 2015 Hierarchy Visualization
Create new or modify existing relationships on the chart

Built-In Hierarchy Visualizations only displays relationships existing in CRM, Relationship Charts not only displays existing relationships in CRM but allows you to create new or modify existing relationships and connections in CRM on the go.

Create Relationships On The Chart
8.Create relationships on the chart
Create Relationships On The Chart Current Boss Was Added
9. Create relationships on the chart (current boss was added)

5. STORE RELATIONSHIP DATA IN STANDARD DYNAMICS CRM CONNECTIONS, CUSTOM ENTITIES OR USE MANY TO MANY RELATIONSHIPS

Feature Relationship Charts CRM 2015 Hierarchy Visualization
Visualize Microsoft Dynamics CRM connections (including custom connections)
Visualize Microsoft Dynamics CRM built-in relationships(1:M)
Visualize Microsoft Dynamics CRM built-in relationships(1:M)
Visualize relationships stored in Custom Entities

Built-in hierarchy visualizations displays 1:M relationship only. Relationship Charts is capable of displaying logical relationships stored in any possible way including Dynamics CRM connection, CRM custom entity, one to many and many to many relationship

Store Relationship Data In Standard Dynamics CRM Connections Custom Entities Or Use Many To Many Relationships
10. Store relationship data in standard Dynamics CRM connections, custom entities or use Many to Many relationships

6. EXPORT THE CHART FOR OFFLINE USE

Feature Relationship Charts CRM 2015 Hierarchy Visualization
Export as a picture to png format
Export to pdf format

It is great to have a chart in CRM, but if you like to insert it into a PowerPoint presentation or send it by email you will need to export the diagram in a format that will not require the recipient to have Dynamics CRM. Relationship Charts can be exported to PDF or an image (PNG). Hierarchy Visualizations 2015 lacks this functionality

Export As A Picture To Png Format
11. Export as a picture to png format
Export To Pdf Format
12. Export to pdf format

7. ADD NEW ACTIVITIES DIRECTLY FROM CHART

Feature Relationship Charts CRM 2015 Hierarchy Visualization
Add new Activities directly from a chart

The key idea is that Relationship Charts allows people to truly “work” with data without “leaving” the chart. You are looking at a contact and you want to schedule a call – you can do it right there with just one mouse click. Hierarchy Visualizations does not allow you to add new activities directly from a chart.

Add New Activities Directly From A Chart
13. Add new Activities directly from a chart

8. BRING RELATED ENTITIES TO THE CHART

Feature Relationship Charts CRM 2015 Hierarchy Visualization
Bring related entities to the chart

Relationship Charts allows you to click at a chart node (card) and use the context menu to bring related entities to the chart. This functionality gives an easy way to explore data in CRM by sequentially brining related entities to the chart. Related entities cannot be brought to the chart with the help of Hierarchy Visualizations.

Bring Related Entities To The Chart
14. Bring related entities to the chart
Bring Related Entities To The Chart Result
15. Bring related entities to the chart - result

9. GENERATE CHARTS AUTOMATICALLY

While navigating through hierarchy using Hierarchy Visualizations is straightforward task but you still need to click on each hierarchy node to see the whole structure. Relationship Charts allows you to see the whole structure within a couple of mouse clicks. Moreover special generation templates functionality allows you to automatically generate the charts that will contain entities of different entity types based on their relationships

Generate Charts Automatically 1
16. Generate charts automatically-1
Generate Charts Automatically 2
17. Generate charts automatically-2
Generate Charts Automatically 3
18. Generate charts automatically-3

10. EMBED CHARTS INTO CRM FORMS

Hierarchy Visualizations functionality is available in a separate window. Many users complain about the need to open too many windows just to see pertinent information. Relationship Charts can be embedded into CRM forms providing users with an easy way to get the data they need immediately.

Embed Charts Into CRM Forms
19. Embed charts into CRM forms

Relationship Charts is a powerful tool for users to be more productive in CRM!

Relationship Charts supports Microsoft Dynamics CRM 2015, 2013, 2011, 4.0 and 3.0

See Relationship Charts in action and how it makes CRM easy to use – GET FREE TRIAL now!

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