Hello,
I am wondering if it is possible to use MS Dynamics CRM for Client Mapping, to show the various relationships held by different users in our business with our clients. Preference would be to be able to show in it in Organisational Chart if possible. Or is there a plugin we can get?
Some in our organisation are starting to use XMIND to map these out, but I think seems crazy to be doing this completely seperate/independent of CRM.
Any help would be great!
Nathan