Every Dynamics 365 record, as a live map of everything connected to it.
Cordex Relationship Map turns any Dataverse record into an interactive picture of the related records, the people around it, the organisation behind it and the health of each - so a user sees the whole situation at a glance and acts on it without leaving the form.
Understanding an account, case or work order in Dynamics 365 means opening subgrid after subgrid, scrolling timelines and clicking through lookups - and the picture that matters most, who is connected to whom and who really sways the decision, isn't stored anywhere at all. Relationship-mapping add-ons that do exist tend to send your data to a hosted service and charge per user.
Cordex Relationship Map adds a tab to the tables you choose and draws the record's real Dataverse relationships as a live, colour-coded map - health on every circle, stakeholder roles and influence lines on every person, and Cordex AI to read it back in plain words. It installs as a solution, runs entirely inside your environment, and is licensed flat per organisation.
Everything connected to a record, and what to do about it
A live map of real relationships
The record's direct Dataverse relationships, drawn radially - lookups it points to, records that point back, and many-to-many links - each edge styled and coloured by kind. Group circles collapse a set of related records; click to open them, expand by N levels, or re-centre on any circle.
Health on every circle
Every record is coloured Healthy, Stale or At risk by how recently it was touched, against thresholds you set per profile. The header tallies the mix - 8 healthy · 4 stale · 3 at risk - so the state of an account is visible without reading a single circle.
Stakeholders, sentiment & influence
Tag each person's role - Decision maker, Champion, Blocker - and sentiment, then drag one circle onto another to draw who sways whom. A coverage chip in the header shows whether the buying committee, case contacts or site contacts are actually covered. Tier 02 - Intelligence.
Eight views of the same record
Map, Related colleagues, External reach, Org chart, Estate, Who knows whom, Hierarchy and the Health map - each answers a different question, from "who inside our organisation can reach this record" to "how big is this account's world".
Cordex AI, only when you ask
An account or case brief, plain-language Q&A and next best actions, read from the map. Bring your own Claude or Azure OpenAI key, or use a key-free in-tenant flow. Keys are AES-256 encrypted in Dataverse, and the provider is only ever called on a question. Tier 03 - AI Enablement.
Adapts to the table it opens on
Sales language on an Opportunity, case contacts on an Incident, site contacts on a Work Order, key contacts on a Campaign - detected automatically from the table, overridable per profile, with neutral wording for custom tables.
Act from the map
Quick-create activities and notes, relate records over any relationship kind through a built-in searchable record picker that queries the target table as the signed-in user, and run on-demand workflows or mapped Power Automate flows - all gated by the user's own Dataverse privileges. Off by default until an administrator turns Actions on.
Configuration is data
Administrators build a profile per table in Studio - relationships, filters built without typing OData, thresholds, colours, actions, AI and access - saved as JSON in a Dataverse table. No code deployment; open maps pick changes up on refresh.
Take it to the meeting
Export the map as a high-resolution PNG, a CSV with the full relationship context, a print-ready PDF or a ready-made PowerPoint slide. Full-screen cinema mode lifts the map above the host chrome for wall displays.
From solution import to first map in an afternoon
Import the solution
A managed or unmanaged Dataverse solution - self-contained web resources plus a small PCF control. Nothing to host, no external service to stand up.
Assign the two roles
Cordex Relationship Map User for people who read the map, Cordex Relationship Map Administrator for the people who configure it.
Build a profile in Studio
Pick the tables, include or exclude relationships, set health thresholds and colours, choose where the map is placed on the form. Or open a record and let the sensible default do the first pass.
Open a record → map
The Cordex Relationship Map tab opens centred on the record. The 30-day trial unlocks the full Tier 03 - AI Enablement tier; activate a licence key from the version badge when you're ready.
One record, eight questions answered
The VIEW dropdown changes how the same record is drawn. The Who knows whom view is the relationship-mapping heart of the product - a person-to-person graph with avatars, connections, influence lines and shared context, independent of the record hierarchy. It uses a force-directed layout so the people settle into a compact web, and Expand adds only the people around a person (not records), keeping the map readable.
- ✓Related colleagues - who inside your organisation can already reach this record: owner, teams and anyone who has worked an activity against it.
- ✓Org chart - business units › teams › users, or every security role and who holds it, with system accounts hidden by default.
- ✓Health map - a filterable, sortable board of the same people and organisations by status, with count tiles and distribution charts. Filter to Health is At risk and work the list.
- ✓Dashboard - Me - the same map opened on you: your own reach across the organisation.
The map, read back to you in plain words
The ✨ panel writes an account or case brief from the current map, answers questions about it, and suggests next best actions. It remembers the conversation until you clear it, and it calls the provider only when a user asks - never in the background, never on page load.
- ✓Your provider, your key. Claude (Anthropic), Azure OpenAI, or a key-free in-tenant flow for organisations that block direct external AI - with a ready-made AI Helper Flow that also reaches OpenAI, Microsoft Foundry, xAI Grok and Google Gemini.
- ✓Full system access is off by default. On, the AI may run read-only Dataverse queries as the signed-in user - their security roles are the ceiling and nothing is ever written.
- ✓Sentiment trend for contacts, leads and customer accounts, saved as dated points so a trend builds over time - with a separate, deliberate opt-in before any internal person is measured.
- ✓White-space & risk card computed entirely in the browser, on every tier, with no AI call.
Contoso Ltd - account brief. 12 contacts, 3 open opportunities (2 stale), 2 at-risk cases. Decision maker Mia Chen is tagged Positive and improving; she is swayed by the Parent-account CFO, who is not yet on the map.
White space. No Champion tagged. No activity against the Parent account in 41 days.
Next best actions. 1 · Book a call with the CFO and relate them to the account. 2 · Re-open the two stale opportunities before month end. 3 · Assign an owner to case #1042.
Privacy-first - because it's drawing your customer relationships
The map reads your most sensitive data - who your customers are, who talks to whom, how they feel about you. So it runs where that data already lives, and every switch that widens data egress is off until an administrator turns it on.
Nothing leaves your environment
Self-contained web resources and a PCF control inside Dataverse. No external services are required for the map itself, and nothing is sent anywhere unless a user explicitly asks Cordex AI a question.
Dataverse security is the ceiling
Every read and every action runs as the signed-in user through the Web API - including the in-map record picker. The map never shows a record the user could not open themselves.
AI keys encrypted, never in clear text
Provider keys are stored AES-256 encrypted in the Cordex Relationship Map AI Keys table; clear text never touches Dataverse. Self-serve keys can be opened to all or restricted to named users and teams.
Read-only until you say otherwise
Actions, full system access, sentiment trend and every AI trigger are off by default. Each is a deliberate, per-profile switch - and measuring internal staff is a separate opt-in of its own.
Fail-closed access gate
Per table, open the map to all users, to administrators only, or switch it off entirely. The check is fail-closed, so content never flashes to someone who shouldn't see it - and admins are matched by role template, so it holds in any language.
A permissions problem never bricks a form
If the licence table can't be read the map falls back to read-only instead of failing. System and integration accounts stay out of the org chart unless you choose to audit them.
Built for the people who work a record, not just read it
Account managers
See the buying committee, who sways whom, and what's gone stale - before the call, not after it.
Case workers & dispatchers
Case contacts, site contacts and everyone already involved, in the words of service and field service - not sales.
Sales & service leaders
Open the Health map before a review, filter to At risk or Negative sentiment, and work the list. Export the slide.
Administrators & architects
One managed solution, configuration as data, fail-closed access gates and an AI compliance checklist you actually control.
See every relationship. Act on the ones that matter.
One flat price per organisation, by seat band - no per-user metering and no minimum user count, so a single user costs the same as ten. Each tier includes everything in the tier below it. Every subscription includes two free non-production environments, and a 30-day trial grants the full Tier 03 - AI Enablement tier.
Foundation
per organisation · billed annually · USD
The live map, every view and the tools to read and act on it.
Buy Foundation- ✓Interactive 2D / 3D maps, all eight views
- ✓Health colouring & header tallies
- ✓Search, expand by level, set as focal
- ✓Relate records, run workflows & flows
- ✓Filter wizard - OData without typing OData
- ✓CSV, PNG & print / PDF exports
- ✓Domain focus & access control
- ✓Local white-space & risk card
Intelligence
per organisation · billed annually · USD
Turn the people on the map into a stakeholder picture.
Buy Intelligence- ✓Everything in Foundation
- ✓Stakeholder roles & sentiment tags
- ✓Influence lines - up to 8 kinds, renamable, colours & styles
- ✓Role-coverage chip (buying committee, case contacts…)
- ✓Engagement scoring
- ✓Configurable health rules
- ✓Saved layouts - drag circles, remembered per record
- ✓PowerPoint export
AI Enablement
per organisation · billed annually · USD
Cordex AI reads the map for you - on your provider, your key, your terms.
Buy AI Enablement- ✓Everything in Intelligence
- ✓Cordex AI brief, Q&A & next best actions
- ✓Claude, Azure OpenAI or key-free in-tenant flow
- ✓Live model lookup · LinkedIn shortcuts
- ✓Full-system-access queries (read-only, opt-in)
- ✓AI sentiment trend with dated history
- ✓Priority support
AI usage is billed by your provider at cost under your own key - no markup, no lock-in. The key-free in-tenant flow is a zero-egress option for organisations that block direct external AI.
Your band is how many enabled, interactive users hold a Cordex Relationship Map security role, directly or through teams - app users, integration users and disabled accounts never count. Upgrades are pro-rated on a key that keeps your renewal date; downgrades take effect at renewal. Prices exclude applicable taxes. Checkout and licence keys are handled by Key Warden. Start the 30-day trial → · Ask for a quote
One flat price per organisation
The first band is the floor. Assign roles, and your band is your bill - one flat monthly amount for the whole organisation, billed annually. All prices USD.
| Users in organisation | Foundation | Intelligence | AI Enablement |
|---|---|---|---|
| 1 - 10 | $35 | $70 | $125 |
| 11 - 50 | $55 | $110 | $195 |
| 51 - 100 | $110 | $220 | $385 |
| 101 - 300 | $165 | $330 | $580 |
| 301 - 500 | $220 | $440 | $770 |
| 501 - 1,500 | $330 | $660 | $1,155 |
| 1,501 - 5,000 | $495 | $990 | $1,735 |
| 5,001 - 10,000 | $660 | $1,320 | $2,310 |
| 10,000+ | Talk to us - volume and government agreements | ||
Per organisation, per month, billed annually. Prices exclude applicable taxes. Cancel at renewal.
Two free non-production instances
Every subscription includes two sandbox or development environments at no charge, on any tier.
Honest seat counting
A seat is an enabled, interactive user holding a Cordex Relationship Map role. App users, integration users and disabled accounts never count.
AI costs stay yours
Tier 03 - AI Enablement uses your own Claude or Azure OpenAI key, or your in-tenant flow, so AI usage is billed by your provider at cost - no markup, no lock-in.
True-up is instant
Bands are enforced in-product on the term's high-water mark, against the exact licensed seat count. Cross it and the maps lock until a key for the correct band is activated - unlock is immediate and nothing configured is lost.
Deploying Cordex Relationship Map for clients, or bundling it into your own solution?
Partners delivering to customers and ISVs embedding the solution need a redistribution agreement, priced per end-customer or per-tenant. The standard tiers licence Cordex Relationship Map for your own organisation's use only.
See full tier comparison ▾
| Capability | Foundation Tier 01 |
Intelligence Tier 02 |
AI Enablement Tier 03 |
|---|
Install and open your first map
A quick walkthrough from solution import to a live map on a record. The complete feature guide and the administration guide cover every setting.
Import the solution
Import the Cordex Relationship Map solution (managed for production, unmanaged for a dev environment) into your Dataverse environment and publish all customisations.
Assign security roles
Give map users the Cordex Relationship Map User role and your configurators the Cordex Relationship Map Administrator role. If you will use the sentiment trend, grant the roles Create/Read on the Sentiment table.
Build a profile in Studio
Open a record, press ⚙ (administrators only) to open Studio, and create a profile for the table: relationships to include, per-table filters, stale and at-risk thresholds, appearance, actions, and where on the form the map is placed.
Activate the trial or a licence key
Click the version badge in the map header and paste your key. The 30-day trial unlocks the full Tier 03 - AI Enablement tier; the licence row is stored encrypted in Dataverse and the current tier shows in the header.
Open a record and read the map
The Cordex Relationship Map tab opens centred on the record. Switch views, click a circle for its inspector, tag your first stakeholder - and, on Tier 03 - AI Enablement, connect a provider under Studio › Cordex AI and ask for a brief (step by step in the AI setup guide).
Common questions when something isn't right
Frequently asked questions
Talk to a human at My IT & Apps
Start a 30-day trial, ask for a seat-band quote, or get help with setup, Studio or Cordex AI. Send us the details and we'll get back to you.
cordex-rm@myitandapps.com.auA My IT & Apps product · myitandapps.com.au