FAQs
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Last updated
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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.
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:
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.
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.
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.
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.
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.
When installing our solution, it's crucial to address certain prerequisites beforehand to ensure a smooth deployment process. One of these prerequisites involves disabling the "Block Unmanaged Customizations" feature within the Power Platform administrator settings.
Because while configuring our solution, certain required unmanaged customization takes place, for which this setting needs to be turned OFF.
Below are the steps for the same:
To disable this feature, navigate to Power Platform Admin Center and Log in to the Power Platform Admin Center using your administrator credentials.
Navigate to Environments: Select the environment for which you want to disable the setting from the list of available environments.
Access Environment Settings: Within the selected environment, navigate to the "Settings" tab to access environment-specific configurations.
Access to Customization Settings: Navigate to “Product” dropdown & Click on “Features”.
Disable "Block Unmanaged Customizations": Locate the "Customization Settings" section and toggle the "Block Unmanaged Customizations" option to the "Disabled" position.
Save Changes: Once you've disabled the setting, don't forget to save your changes to apply the configuration to the environment.
Yes, you can customize the number of records displayed in the Map My Connections grid view. This is determined by the number of rows specified in the Map My Connections control through customization.
Follow these steps to adjust it:
Navigate to Advanced Settings > Customization > Account Configuration (where the Map My Connections control is added).
Select the Map My Connections control.
Go to the Formatting Tab.
Specify the desired number of rows under Number of Rows.
Click OK to save your changes.
This will update the grid view to display the specified number of records.
For further queries, reach out to us at crm@inogic.com
