Set up a relationship role to define family, social, or business relationships

 

Applies To: Dynamics 365 (online), Dynamics 365 (on-premises), Dynamics CRM 2013, Dynamics CRM 2015, Dynamics CRM Online, Dynamics CRM 2016

Identifying informal kinds of relationships between records that include family, social, or business contacts can be useful. For example, it may be helpful to know if two contacts are married, or if a contact used to work for another account. These types of relationships were known as customer relationship entities and are now called connections. To create these types of relationships, see Create connections to view relationships between records.

See Also

Create connections to view relationships between records