Relationship Charts 2013 - An add-on for MS CRM 2013 that allows you to build CRM connections and CRM relationships visually. This is the only fully configurable tool for Dynamics CRM with automatically generated charts for main entities. Out of the box Relationship Charts product includes pre-built charts for the three main entities: accounts, contacts and opportunities. For each of these entities charts can be created automatically and embedded in the entity forms.

1. Relationship Charts

2. Relationship Charts for Microsoft Dynamics CRM
Build Organization and
SubAccounts Charts automatically
Embedded charts into Opportunity
and Account form
See all Decision Makers for
Opportunity
xRM compliant visualization
platform applicable to any vertical
Available on iPad and Surface

3. Key Features
– Create any charts for any entities (Org Charts, project
participants’ chart, opportunity influence chart and many
others)
– Drag and drop to build connections and relationships
– Automatically build Org Charts as well as Charts with Sub-accounts
– Embedded into Account and Opportunity forms
– Set actor properties by mouse clicks
– Export chart to PDF to print it easily, export as a picture to
email, post to web
– Bring Related connections for any actor via a context menu
– Changes made on chart are updated into the CRM database
– Lock charts to archive from further changes

4. Who reports to
who?
Who works in the same
team?
Dynamics CRM
Are these people properly
qualified?

5. Account Form
Organization Chart is built
automatically for each
newly created account
and is embedded into
Account form

6. SubAccounts Chart
Visualize
SubAccounts
structure of the
company with one
mouse click.

7. People Map
Patrick influences
whom?
What type of
relationship do they
have?
Which other companies
will he influence?

8. Bring Related
Bring related contacts,
accounts or other
entities

9. Create Activities directly from a chart
Create activities
directly from a chart

10. Create new connections
Drag and drop
two Actors
together to
create a new
connection

11. Attribute Groups
Display any CRM
Attributes in separate
Attribute Groups

12. Access CRM forms directly from the chart
Double-click on an
Actor to open CRM
form

13. Zoom in/Zoom out

14. Realign
Use realign
functionality to
structure large charts

15. Built in Business Template for Opportunities
Use Ghosts
(Placeholders) for the
roles that haven’t been
identified yet
Guide your sales people
to win complex sales

16. Identify all Decision Makers for an Opportunity
Easily grasp the entire
picture of an opportunity
with all its participants
and the relationships
between them.

17. Export as a picture
Export as a picture and email to
Colleagues and Customers

18. Export to PDF and print Charts directly from CRM
Print Easily from PDF
Modify printing settings to fit the
page size.

19. Reveal the Relationships Behind CRM