Microsoft Dynamics® CRM Training
Creating a Connection Role
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Creating a Connection Role
Hi, and welcome to the Success Portal by xRM.com.
In CRM Online, Connections display how a record relates to you or other records. There are numerous Connection Roles you can use to identify Connections. However, if none of the default Connection Roles adequately describe a Connection you need to make, you can create a new one.
In this tutorial, we will create a new Connection Role called “Team Captain” so that we can connect a Contact record with a custom entity called “Sports League”.
This task requires a Security Role of System Administrator, System Customizer, or equivalent privileges.
We begin by navigating to Settings > Customization > Customizations, and then clicking Customize the System.
The Solution: Default Solution window opens. Navigate to Components > Connection Roles.
We now see a list of Connection Roles. Click New in the toolbar.
The Connection Role form opens with the temporary name “New”. In the Name field, let’s type “Team Captain”.
In the Connection Roles Category field, we can select which option best categorizes this Connection Role. We’ll leave “Business” selected.
To the right, we can select which record types this Connection Role will apply to. Since we’re using “Team Captain” to connect a Contact to a Sports League, we’ll choose “Only these record types”, and then select those entities.
Now, click the Save icon. The window then refreshes.
Notice the Matching Connection Roles area. Here, we could create or add a Connection Role that would match “Team Captain”. This means that once we designate the Contact as the “Team Captain”, CRM Online would automatically designate the Sports League as the matching Connection Role. We’ll leave this area blank for this tutorial though.
Now, close the form, close the Solution: Default Solution window, and then navigate to Workplace > Customers > Contacts.
Let’s open the sample Contact called “Edgar Martinez (sample)”.
Once the Contact form opens, click Connect in the ribbon.
The Connection form opens with the temporary name “New”. In the Name field, select “Men’s Basketball”, which is a sample Sports League I created for this tutorial.
Now, in the As this role field, click the lookup icon. The Look Up Record dialog opens. We can see our newly created Connection Role. We’ll select it and click the OK button.
Back at the Connection form, click Save & Close, thus closing the form.
Back at the Contact form, navigate to Common > Connections.
We now see that Edgar is connected to the Men’s Basketball league and is designated as the Team Captain.
That’s how you create a Connection Role in CRM Online.
Thanks for watching.