A better way to navigate complex relationships in Dynamics 365.
Easy to read data visualisation of connections between records.
Automatic creation of a data visualisation tree view using connections.
Simple tree navigation with Simple tree navigation with easy access to any record details within the tree.
Example Use Cases
Ownership structures are often complex and contain many layers of connections which make it difficult to visualise the whole structure or find details of a particular entity that is nested deep within the structure.
Connection Explorer provides an easy to read data visualisation of connections between records within Microsoft Dynamics 365 to help reduce the complexity and simplify the navigation of structures.Purchase Connection Explorer
Compliance teams are required to maintain connections between records and efficiently report on these connections in order to comply with rules, standards, laws, and regulations.
Connection Explorer takes the connections you have set up between records and automatically pulls these into a clean, easy to read tree view.Purchase Connection Explorer
Installing Connection Explorer
Please follow the below steps to install Connection Explorer
1. Navigate to solutions.
Open your Dynamics instance and go to solutions.
This is found under your organisations main drop down, under settings
Click the gear icon in the top right navigation and go to advanced settings. Then go to the settings dropdown and click solutions.
2. Import the solution.
Within the solutions page, click the import icon within the solutions navigation bar, under All solutions.
In the newly opened import window, click Choose file and navigate your way to the .zip of the solution and click next.
3. Install the solution.
The next page contains information regarding the solution and details on the solution package. Simply click import and the solution will begin to be uploaded to your CRM instance. This may take a few minutes.
Once completed, welcome to Connection Explorer!
When our supplier let us down we were left in a situation where we had to meet a tight deadline with very serious penalties for non-compliance. XRM Architects stepped in at very short notice, with little knowledge of the project, and took complete control of the situation. They worked tirelessly to extract and deliver the data to the regulators and went the extra mile to ensure that everything was completed in time.
Clive Le Marquand
Partner @ PKF BBA
1 hour Onboarding Call
Deployment to Production and Sandbox Included