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Microsoft Dynamics 365 & Dynamics CRM experts provide reviews and opinions to aid professionals with the Dynamics 365 selection process.

 
 

One Response to “Part I: Dynamics CRM 2011 Connections for Creating Relationships”

  1. Julie Chiereghio says:

    Hello, I am setting up vendor & retail Account “connections” in MSD CRM 2013 and was able to figure out how to set them up as “Is Agent For” and “Is Agent of”, but can’t seem to figure out how to view the Account “Connections” in the CRM. I am running the “Account Overview” report and went into the “Edit Filter” to try and customize the report so it shows the “Connected to” Account Name, but it not working. Any help pn how to do this is greatly appreciated. Thank you!

 

 
 
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