Relationships and Connections in Dynamics CRM 2011

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In previous versions, Microsoft Dynamics CRM users were able to define relationships between accounts, contacts, and opportunities. While this did provide some value, relationships could only be defined among these three entities.

In Microsoft Dynamics CRM 2011 , users are now able to define their own connections between any two of any of the CRM entities.  Upgraders will still have the ability to use the relationship functionality between accounts, contacts, and opportunities; however, I suspect they will naturally gravitate to using connections moving forward.

In Microsoft Dynamics CRM 2011 the connection entity allows a flexible way to connect and describe the relationships between any two entity records in the system. They can help promote teamwork, collaboration, and effective management of business and sales processes.

Multiple roles and connections can be created for a particular record.  For example a contact may have many relationships with other entities and may play a different role in each of those relationships.  Connection roles can also be categorized by business, family, or social.

We are looking forward to showing our customers how to extend relationships with connections!

Sherwood Systems, a Microsoft Gold Certified Partner, provides Microsoft Dynamics GP and Microsoft Dynamics CRM (Customer Relationship Management) business management and accounting software for small to midsize businesses in the U.S. with an emphasis on customers in Arizona, New Mexico and Nevada. Contact us at info@sherwood.com or call 877-943-9696.

by Sherwood Systems, your Arizona Microsoft Dynamics CRM Partner

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