2011 Administrator’s Guide Copyright

Opportunity Relationship Dialog Box

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: Sales Permissions

You associate opportunities with accounts or contacts by creating an opportunity relationship between them. The relationship you set up is based on your selections on the Opportunity Relationship form. Therefore, if you want to create a relationship between an account or contact and an opportunity, be sure that you complete the form.

1. 
   In the Navigation Pane, click Sales, and then click Opportunities.
   
2. 
   In the list of opportunities, open the opportunity to which you want to add a relationship with a customer record.
   
3. 
   Click the Add tab. In the Create Relationship group, click Relationship.
   
4. 
   On the Opportunity Relationship form, enter this information:
   

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  Opportunity
  

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  Customer
  

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  Customer Role
  

Your organization might set up relationship roles, to indicate the role of your customers as they relate to your business. This field is not required.

If there are no relationship roles in the list or the relationship role you want is not listed, contact your system administrator and ask them to add the relationship role to the Relationship Roles area, which is located in the Settings area.

• 
  Description
  

5. 
   Click Save or Save and Close.
   

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  To remove a relationship, open the opportunity, and then under Common, click Relationships. In the relationships list, click the relationship that you want to delete, and then, on the Actions toolbar, click the Delete button .
  
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  You cannot set up duplicate relationships between a customer record and an opportunity. For example, if you create a relationship between an account and the opportunity, and the customer's relationship role is set to Distributor, you cannot create a new relationship for the account that uses the same customer opportunity and relationship role.
  

Related Topics Work with Relationship Roles 29 Managing Relationship Roles 28

Changing Regional and Language Options for Your Organization

If you are running Microsoft Dynamics CRM for Microsoft Office Outlook, before you can enable additional languages, you must download one or more Language Packs http://go.microsoft.com/fwlink/?LinkId=200478 on the same computer.

Adding and Removing Currencies

However, if your organization uses more than one currency to track financial transactions, you can add more currencies to your implementation of Microsoft Dynamics CRM. More information: Language Settings Dialog Box (on page 34)

Activate or deactivate a currency

This task requires the System Administrator or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Configuration Permissions

1. 
   In the Navigation Pane, click Settings, click Business Management, and then click Currencies.
   
2. 
   On the Actions toolbar, click Actions, and then click one of the following:
   

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  Deactivate
  

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  Activate
  

3. 
   In the confirmation dialog box, click OK.
   

Deactivating currency records does not remove the currency information stored in existing records, such as opportunities or orders. Any transactions that were recorded in a deactivated currency retain the original currency information, but users will no longer be able to select the deactivated currency for new transactions.

Related Topics Changing Regional and Language Options for Your Organization 33