WaveAccess the Instrument of visualization of communications Relationship Charts for Microsoft Dynamics 365 Customer Engagement

Main articles:

• Classification of the products business intelligence
• CRM (Customer Relationship Management System)

The instrument of visualization of communications Relationship Charts is expansion for Microsoft Dynamics 365 Customer Engagement (CRM) which allows to create also visualize complex couplings between entities: companies, accounts, users.

2020: Opportunities and features

Permanent customer interaction and development of the business relations are a guarantee of a successful completion of the transaction. However occasionally process of closing of difficult transactions can borrow from several months to several years. Sales managers need to keep a large number of information on contact persons, their participation in decision making process, about an organization structure of the companies and communications between partners. As a rule, it is difficult to structure this information without application of special programs.

Relationship Charts interface

According to information for September, 2020 the Relationship Charts tool provides the approach to sales management based on analytical data. Using a superstructure the sales-manager can quickly obtain information on a current status of negotiations, hierarchies and chains of the relations between persons with which it is necessary to interact. Information is available in CRM in a format of charts, convenient for the analysis.

Among functionality:

• Chart of cross-functional interactions;
• Chart "Who Knows Whom";
• The table of the persons making decisions;
• Schemes of an organization structure;
• Card of leads;
• Card of competitors.

Specific Features:

• Support Microsoft CRM 4.0 Microsoft CRM 2011, Microsoft CRM 2013 Online Microsoft CRM 2013 Microsoft CRM 2015 Microsoft CRM 2016 Dynamics 365.
• Cross-browser support.
• Built-in templates of charts.
• Setup of automatic creation of organization structures.
• Export of charts to PDF or in a format of images for sending by email and the publication online.
• Display of communications for any participant of the chart.
• The drag and drops function of the communications and the relations given for flexible creation.
• Automatic update of changes in CRM.
• Blocking and archiving of charts for protection against further changes.
• Available to iPad and SurfaceGo.
• Integration with Twitter.