1) Can we show connections in Map My Relationships control?

Yes, we can show connections in Map My Relationship control. You would need to configure the control by adding a appropriate 1:N relationship name.

Yes, it is possible. We can show 1:N, N:1 and N:N related records in the Map My Relationships control.

3) After importing the solution of Map My Relationships from website all the Processes of Map My Relationships is in a 'Draft/Deactivated' state. What to do?

Once the solution is imported, please follow the below steps to activate all the processes of Map My Relationships.

  • Click on the gear icon --> Select Advanced Settings.

  • Next, select Processes.

  • From 'All Process' View activate the process shown in the below screenshot:

4) Can I use Map My Relationships if I have only Power Apps environment and no Dynamics 365 CRM?

Map My Relationships works on dataverse and customer engagement environments. In PowerApps, it will only work for Model Driven Apps where we have entities. Also, Map My Relationships can be installed on an environment that does not have Dynamics 365 CRM subscription i.e. CDS environment.

5) We have done a sandbox copy of the production environment to a TEST environment and would like to work with 'Map My Relationships' solution in this new instance. What should we do?

For this, you need to delete the Inogic License Details record from your sandbox environment. After deleting, the next step would be to activate the license.

To delete the Map My Relationships license follow the steps given below:

  • Navigate to Advanced Find.

  • Select Inogic License Details in ‘Look for’ --> Click on Results button.

  • Select the Map My Relationships record and delete it.

6) Can we customize the record details that we can see by hovering over the record node in the view?

Yes, we can customize the tooltip details which will be shown based on the view selected in the entity configuration for relationships map. It takes the first five columns from the selected view.

7) Is there any way to push the configurations from one environment to the other so that the user does not have to do the entire configuration all over again in the new CRM instance?

Yes, there’s a quicker and easier way to achieve this, below is how you can get it done.

You need to add/select the following CRM columns/fields while exporting the configurations:

  • Relationship Type

  • Name

  • Entity Configuration

  • Aggregate Type

  • Measure

  • Allowed Actions

  • Cluster Custom Label

  • Cluster Node Label

  • Related Entity

  • Group By (Field)

  • Measure Custom Label

  • Measure Node Label

  • Node Custom Label

  • Node Label

  • Use Cluster Custom Label

  • Use Measure Custom Label

  • Use Node Custom Label

Once you have successfully exported the configuration, a file with an extension '.xlsx' will be downloaded. Open this file and save it as .csv format in the system.

After creating a .csv version of the exported file, you can now start the import operation.

Log in to the other environment to which you want to import the template, and now Import the same .csv file in the system.

In this way, you can export configuration from one environment and Import the same configuration into another environment.

8) How to identify the number of users in my CRM that will be considered for licensing?

Step 1: Log in to CRM and open the Sales Hub App

Step 2: Click on the Advance Find Option present in the right top corner (shown below)

Step 3: In the search bar, search for “User” keyword. Select the User entity and click on the Continue button

Step 4: Once clicked, a side panel will show up containing default conditions. Clear the condition by selecting “Delete all Filters” and apply the below conditions in the filter section as shown below

a. Status Equal Enabled

b. Access mode Equal Read-Write

c. Restricted Access Mode Equal No

d. Primary Email address Does not Equal crmoln2@microsoft.com

Step 5: Add a new related entity condition, where you will find the Security Role option under the Many to many sections as shown below

Step 6: By default, contains data Operator will be selected which will retrieve only those users who have a security role assigned.

Delete the related entity field condition as shown in the screenshot below and then click on the Apply button to provide you with the list of respective users.

For further queries, reach out to us at crm@inogic.com

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