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Work with connections


A connection allows you to show how a record relates to you. You can use it to identify a contact as your colleague or how a record relates to another record, such as an account referred by a coworker.

  1. Select the record to which you want to add a connection to, and in the Collaborate group, click Connect.

  2. Next to the Name field, click the Lookup button to search for and select the record you want to connect to.

  3. Next to the As this role field, click the Lookup button to select the role for the record you want to connect to.

  4. If needed, click Details, and then click the Lookup button to search for and select a new owner for the connection.

  5. Click Save or Save and Close.

Can I do this task?

This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions

Deleting a connection is permanent and cannot be undone. Consider deactivating a connection if you want to keep a record of the connection but do not want it to be an active record.



  1. Open the record from which you want to delete the connection.

  2. Under Common, click Connections.

  3. Select the connection you want to delete and, in the Records group, click Delete Connection.

Related Topics


Can I do this task?

This task requires permissions that are found in all default security roles. More information about specific permissions and performing this task while offline: Common Task Permissions



  1. Open the record for which you want to view the connections.

  2. Under Common, click Connections.

Note

Open a connection to view details about it.


Related Topics


Using Connect to Define How Records Relate 26


Work with connections and connection roles


Connection Roles define how records are related to you, to your organization, or to one another.

Concepts: About Connections and Connection Roles (see "Using Connect to Define How Records Relate" on page 26)


Using Connect to Define How Records Relate


In Microsoft Dynamics CRM, create and view the relationship between two records by using Connect. When you open a record, view all of the connections between it and other records by clicking Connections.

Microsoft Dynamics CRM offers several different roles you can use to identify your connection types. The options are not limited. Your system administrator can add new role types.


Managing Relationship Roles


Relationship Roles

Not to be confused with entity relationships, relationship roles are definitions of how specific account, opportunity, and contact records can be related to one another in Microsoft Dynamics CRM.


Using Relationship Roles


Relationship roles are more flexible than those defined in an entity relationship, but they are limited to account, contact, and opportunity records.

Relationships defined using relationship roles can be easily viewed within records, but they can also be used with Advanced Find to identify groups of records that share a common relationship role. Relationship information can also be presented in reports, such as the Account Overview report.

There can be any number of relationships that may not be appropriate for your organization to track using an entity relationship. These may include:


  • Family relationships (father, sister, brother, spouse/partner, cousin)

  • Social relationships (tennis partner, golf partner, club member, friend)

  • Sales relationships (champion, influencer, stakeholder, referrer, gatekeeper)

  • Business relationships (supplier, partner, consultant, contractor, competitor, former employer)



Types of Relationships


Users can create two types of relationships:

  • Customer Relationships

  • Customer records can be related to other customer records.

  • Customer relationships allow for a label for each of the two parties in the relationship.

  • Customer relationships are reciprocal. The relationship defined for one record is also available in the other customer record.

  • Opportunity relationships cannot be created from customer records.

  • Opportunity Relationships

  • Opportunities can be related to customer records.

  • Opportunities cannot be related to other opportunities.



Managing Relationship Roles


After users choose the records that will participate in the relationship, they can select from available labels in the respective relationship form. Only valid labels based on the definition of the entity types in the relationship role are displayed.

Managing Relationship roles is the task of choosing the labels that will represent valid options when users define these types of relationships. When you define the labels, you also define which combination of account, contact, or opportunity records will be valid for the label. Setting consistent relationship roles allows users to select meaningful labels for the relationship roles they set that can be used in a report or an Advanced Find query.

Users are not required to choose labels when they set relationships. They can just enter a description in the relationship.






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