Visualise relationships between entities quickly and easily

 

With Connection Explorer, you can take the connections between records and pull them into a clean, easy-to-read tree for more efficient and streamlined ways of working.

How it works

Easily identify connections between records

Automatically create a tree view of relationships

Quickly navigate between records

Access any record details within a tree

Connection Explorer – in action


Understand trust & company structures

Connection Explorer provides an easy-to-read data visualisation of connections between records within Microsoft Dynamics 365, helping simplify the navigation of structures.

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Click to enlarge

Maintain compliance

Connection Explorer takes the connections you’ve set up between records and automatically pulls them into a streamlined format.

Installing Connection Explorer from AppSource


Step 1.

Head to AppSource and search for Connection Explorer. Then click the top result to get to the product page. Alternatively, click here and head directly to our product page.

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Click to enlarge

Step 2.

Click the, Get It Now button at the top of the page. This will open a new tab and take you to the Power Platform admin page. 

Step 3.

A sidebar section will open, showing details of the application. Click the dropdown to select the environment you want to install Connection Explorer to, and accept Microsoft’s terms and conditions before clicking Install.

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Click to enlarge

Step 4.

A notification bar will let you know the install process has started. This process can take a few minutes. Click Refresh to periodically check the status of the installation.  


Connection Explorer is now installed in your environment!

You’re all set! Click on the default tabs (Account, Contact, Email, Opportunity) and start comparing your connections.

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Pricing

Platinum

£ 350pm

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    1 hour Onboarding Call

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    Email Support

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    Upgrades

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    Deployment to Production and Sandbox Included

Platinum
Ultra Platinum

£ 12,000

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    Purchase copy of source code for internal use on the company’s instances of Dynamics 365

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    No re-occurring fees

Ultra Platinum

Why choose us?

We specialise in providing RegTech solutions to financial services companies that seamlessly integrate within their Microsoft Dynamics 365 platforms for more efficient, cost-effective results.

Connection Explorer is just one of a number of industry-leading regulatory compliance technologies we work with. Complete the short form and we’ll be in touch to discuss how Connection Explorer can help you save valuable time.