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Sams Teach Yourself Microsoft® Dynamics CRM 2011 in 24 Hours by Anne Stanton

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Related Contacts

If you have many different relationships that you want to track or if you want to capture the relationships that a given contact has to other contacts or accounts, you might want to take advantage of the relationship-tracking feature of Microsoft Dynamics CRM. There are two different options here: relationships and connections.

Tracking Relationships

The relationship-tracking feature offers a chance to define relationship roles, such as association and association member or vendor contact and reseller contact. The relationship-tracking feature of Microsoft Dynamics CRM exists because it was available in earlier version, but in v2011 is being replaced by connections. The relationship tracking feature is accessible from the left ...

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