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Peter Wolf, Azamba Consulting Group

How to Use Connections in Microsoft Dynamics 365 for Sales

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How to Use Connections in Microsoft Dynamics 365 for Sales CRM

 

In this video by our Dynamics 365 CRM support team, we'll look at how to use Connections in Microsoft Dynamics 365 for Sales to create searchable relationships between entities.

 

Connections add valuable layers of relationship information to your records. For example, you can connect a contact to multiple accounts, which is highly valuable for companies that deal with agents or brokers who represent multiple organizations.

 

Connections also allow Dynamics 365 CRM users to track old relationships if a contact moves to a new organization. You can simply create a connection between the contact and their old account.

 

But these are just two common examples. Connections enable Dynamics users to create any number of relationships between any entities.

 

Once those Connections are in your system, they can be searched in Advanced Find, so your connections also improve user navigation through your records.

 

See below for video and instructions on setting up Connections in Microsoft Dynamics 365 for Sales:

 

 

1.) Open the record you wish to make a connection from.

 

2a.) Click Connect on the command bar.
OR
2b.) Click the down arrow ∨ next to the record name, then click Connections > Connect.

 

You'll see a Connection popup:

New Connection Window Microsoft Dynamics 365 for Sales CRM

 

3.) Click in the Name field, then scroll to the bottom and choose Look Up More Records.

 

4.) Choose the entity type you want to connect to in Look for, then select a record and click Add:

Lookup Record Microsoft Dynamics 365 for Sales CRM

 

5.) Add a role and/or description to your Connection.

 

6.) Click Save & Close.

 

Voilà! Your connection has been created.

 

By Peter Wolf, President, Azamba Consulting Group
Follow Peter on Twitter @CRMWolf
Follow Azamba on Twitter @AzambaInc

 

About Azamba Consulting Group

Azamba Consulting Group is a Microsoft Gold partner out of Chicago, IL with more than two decades of experience helping small- and medium-sized businesses reach their goals through the use of CRM.

Our OnTrack CRM Success System enables CRM projects from implementation to adoption and beyond, and our top-notch Microsoft Dynamics 365 CRM support team ensures you get the most from your CRM long after your implementation is complete!

 

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