Success with Microsoft Dynamics CRM 4.0: Implementing Customer Relationship Management

5.10. Relationship Roles and Entity Relationships

Microsoft Dynamics CRM 4.0 provides a special out-of-the-box many-to-many relationship called "relationship roles" between Account, Contact, and Opportunity entities as well as many customizable entity relationships between system entities and the ability to create all-new entity relationships. The application has configuration options to support new entity relationships between standard entities and custom entities, which gives similar visibility functionality through the relationship. These features make the overall application more flexible to meet the unique requirements of each organization. This section covers the configuration of relationship roles and the customization and creation of ...