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.
2b.) Click the down arrow ∨ next to the record name, then click Connections > Connect.
You'll see a Connection popup:
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:
5.) Add a role and/or description to your Connection.
6.) Click Save & Close.
Voilà! Your connection has been created.
By Peter Wolf
Follow me on Twitter @CRMWolf
QuantaCRM is a Microsoft Gold partner out of Chicago, IL with nearly two decades of experience helping small and medium-sized businesses implement and succeed with CRM.
Our OnTrack CRM Success System enables CRM success from implementation to adoption and beyond, and our top-notch Dynamics CRM support team ensures you get the most from your CRM!
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