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Microsoft Dynamics CRM 2011 Unleashed
book

Microsoft Dynamics CRM 2011 Unleashed

by Marc Wolenik, Damian Sinay, Rajya Bhaiya
September 2011
Intermediate to advanced content levelIntermediate to advanced
1008 pages
24h 27m
English
Sams
Content preview from Microsoft Dynamics CRM 2011 Unleashed

Connection Roles

Replacing Relationship Roles, Connection Roles are a more flexible variant of establishing a relationship (or connection) to other records. Figure 12.18 shows the default connection roles that are available.

Figure 12.18 Default Connection Roles.

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To create a new Connection Role, select New and follow the steps as shown in Figure 12.19.

Figure 12.19 Creating a new Connection Role.

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After they are established, the Connection Roles will be available on the entity level (where selected in step 2) for reporting/management.

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Publisher Resources

ISBN: 9780132682084Purchase book