Updated · Originally published
Anyone who’s ever joined a social network quickly realizes that one of the most valuable features is the relationships created in the community. You friend someone, and then you’ll show up in your new buddy’s friends list, and vice-versa. Connections, a feature in Microsoft Dynamics CRM 2011, takes this concept and applies it to related records in the database.
. There’s also, of course, a way to create custom Connections between any two records, but we will save that for another post.
In any case, the most intuitive of this pre-configured set is Connect to Me, which is similar to the friending relationship from the social network world. You’ll find this function in the ribbon bar on the Contact record page in the Collaborate section.
This is a Contact-to-Contact record connection. You select someone you want to connect with, the role or relationship, and then add a note on the details of the connection.
Microsoft CRM divides roles into three categories - social, business, and family. Yes, you can choose a Facebook-style friend relationship, but there is also a “Sales Team” option to show that both of you are working together on an account. You don’t need to stick with the default options that are provided by Dynamics CRM, you have the power to add new types of roles.
So, the . You'll see this by clicking on the Connections entry in the left-hand navigation for that specific Contacts record.
In the next post, we'll take a quick look at relating a Contact record to an Opportunity record.
– MIG is a Professional Consulting Firm that specializes in the implementation of business management software solutions including Customer Relationship Management. We automate business processes to ensure our customers work efficiently. MIG & Co. is a New York City based Microsoft Dynamics Gold Partner, primarily serving New York, New Jersey, and Connecticut.
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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!