Visualise relationships between entities quickly and easily

 

Connection Explorer allows you to take connections between records and put them in a clear, easily-read tree. This makes it easier and more efficient to work.

How it works

Easily identify connections between records

Visualise Connections as a structure chart

Quickly navigate between records

Access record details within a tree

Connection Explorer – in action


Understand company structures

Connection Explorer provides an easy-to-read data visualisation of connections between records within Microsoft Dynamics 365, making it easier for you to navigate these structures.

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Click to enlarge

Streamlined format

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 that will take you to the Power Platform admin pages.

Step 3.

A sidebar section will open, showing details of the application. Select the environment where Connection Explorer should be installed. Accept Microsoft’s terms before you click Install.

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Click to enlarge

Step 4.

The notification bar will inform you that the installation process has begun. This can take several minutes. To check the status of your installation, click Refresh.

Adding Connection Explorer to a form

Now that you've installed Connection Explorer, all you need to do is add a reference to a form to start visualising connections between entities. Connection Explorer is a PCF control, which means any custom field can be formatted as a section that displays connections. For example:

Step 1.

Add a field/column to bind the Connection Explorer control to. In this example, we’re adding a new field to a contact by selecting Tables>Contact.

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Click to enlarge

Step 2.

In the table editor, go to New>Column, which allows you to add a new name and metadata to the new column you’re binding to.

In this instance, we’re calling it Connection Explorer, but you can give it any name you like. Click ‘Save’ and wait for the new field to be generated.

Step 3.

Next, add the field to a Form. In this case, the field is added to the main Contact form.

Go to Form Editor and click “+Component” in the navigation bar. Add a tab under Layout column.

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Click to enlarge

Step 4.

Change the label in the New Tab sidebar to “Connection Explorer” or another name.

Click the Connection Explorer tab from the form previewer and click ‘New Section’. This allows you to add fields and components to your section.

Step 5.

Click the ‘+ Form Field’ button and type ‘connection’ in the search bar to filter the options to the newly-created field.

To add the highlighted field to the form section, click the button.

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Click to enlarge

Step 6.

Use the column Properties tab to add your component. Click ‘+Component’ and search for ‘XRM Connection Explorer’.

You may want to consider, ‘Show component on’ setting per your organisations requirements. Save and publish your changes.


Connection Explorer is now deployed to an entity in your environment!

You’re all set! Go to a contact record and click on your newly-created Connection Explorer tab and start comparing your connections.

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Pricing

Start up / Small Business

£ Free

Understand company ownership structures with ease, for Free!

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    One 1-hour onboarding call

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    48-hour Support by email

     

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    Standard upgrades

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    Deployment to Production and Sandbox included

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    Visualise Top 5 connections

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    Download from AppSource

Download Now
(Reccomended) Medium Business

£ 100

per month (100 users max)

Low monthly re-occurring fee. All features of Connection Explorer Start Up / Small Business package plus:

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    Up to four extra onboarding calls

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    Support by video

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    Premium upgrades

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    1-day custom configuration

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    Visualise UNLIMITED connections

     

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    Deployable to one environment

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    Custom Installation

Contact us about our Monthly plan
UNLIMITED

£ 11,999

One time payment

No re-occurring fees. All features of Connection Explorer Medium Business package plus:

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    24-hour email support + Onsite visit*

    *Onsite visit to offices in Jersey only. Expenses apply for overseas requests

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    Source code for use on the firms Microsoft Dynamics 365

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    Deployable to UNLIMITED environments

Contact us about our one time Unlimited Purchase

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.

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