Microsoft Dynamics® CRM Training
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Hi, and welcome to the Success Portal by xRM.com.
In CRM Online, you can use the Connect function to create and view relationships between multiple records. There are numerous roles you can use to identify Connections.
In this tutorial, we will create a Connection between a Contact and an Account record.
This task requires privileges found in all default Security Roles.
We begin by navigating to Workplace > Customers > Contacts. Let’s open the sample Contact record, “Lester Towns (sample)”.
Once the Contact form opens, in the left pane, navigate to Common > Connections.
We now see the Active Connection Associated View. It is currently blank, so let’s add a Connection. Click Connect in the ribbon.
The Connection form opens with the temporary name, “New”. In the Name field, we indicate the record we want to connect this Contact to. Click the lookup icon in the field.
The Look Up Record dialog opens. In the Look for field, select “Account”. Now, let’s select the sample Account called, “Recreation Supplies (sample)”, and then click the OK button. The dialog closes.
In the As this role field, we identify the Connection Role for the Account. Click the lookup icon.
The Look Up Record dialog opens. Select Employer and click the OK button, thus closing the dialog.
In the Details area of the form, we can see that Lester Towns has automatically been given the role of Employee. Not all Roles will trigger CRM Online to auto-populate the As this role field. We can change or remove the Employee Role if we want, but we’ll leave it.
We can also change the Owner of this Connection, but we’ll leave “xRM Boss”. Now, click Save & Close in the ribbon, thus closing the form.
Back at the Contact form, if we navigate to Common > Connections, we can see the list of Connections for this record.
That’s how you create Connections in CRM Online.
Thanks for watching.