Using Connect to Define How Records Relate

In Microsoft Dynamics CRM, create and view the relationship between two records by using Connect. When you open a record, view all of the connections between it and other records by clicking Connections.

Microsoft Dynamics CRM offers several different roles you can use to identify your connection types. Connection Roles define how records are related to you, to your organization, or to one another. The options are not limited. Your system administrator can add new role types.

If you no longer need the connection, you can deactivate or delete it--if you want to keep the record, deactivate it rather than deleting it. To do either of these, under Details, click Connections, select the connection you want and, on the Records group, click Deactivate or Delete.

Related Topics

Create a connection

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