April 2014
Intermediate to advanced
1176 pages
30h 5m
English
Content preview from Microsoft Dynamics CRM 2013 Unleashed
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Connection Roles
Meant to replace 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 available.
FIGURE 12.18 Default Connection Roles.
To create a new Connection Role, select New and follow the steps shown in Figure 12.19.
FIGURE 12.19 Creating a new Connection Role.
After they are established, the Connection Roles are available on the entity level (where selected in step 2) for reporting/management.
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