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Relationships or relationships? RRS feed

  • Question

  • Hi All,

    I have a few custom relationships between contacts and account that I set up against the account entity. I am able to put these fields on the form view and the lookup works correctly.

    My question relates to the relationships link on the account form. When I'm viewing an account that has the fields mentioned above populated, there is nothing under the relationships link on the account form.

    What's the difference between these two relationship features and when would I use each?

    Thanks,
    Jason
    Thursday, October 15, 2009 5:17 AM

Answers

  • Hi Jason,

    The relationship that you setup between two entity types and the relationships roles that you can define against an account are two completely different concepts in MS CRM. 

    The relationship roles are available only for accounts, contacts and opportunities.
    These are designed to enable users to configure relationships that might exist between two record types. e.g. XYZ Consultancy might have a "Advisory" relationship with the "The Bank of Forums". The relationship roles need to be defined in the business management area of the MS CRM application before use. Once the roles have been setup you can define contacts are "Project Managers" against an opportunity for example.

    The entity relationships allow you to define relationships between entities. e.g. 1 account can have multiple contacts. Where the contacts form will have a lookup that points to the account that it is associated with.

    When you set the lookups you are setting up an association between the two records. You are not defining the roles for the association. To do that you will need to use the relationship roles. Both are by default disconnected and need to be set-up separately.

    Hassan.


    Hassan Hussain | http://hassanhussain.wordpress.com/ | http://www.mscrmvirtualusergroup.com/
    Thursday, October 15, 2009 8:38 AM
  • Your welcome Jason.
    The two are completely disconnected. setting one does not mean you set the other. 

    It is generally a good idea to use the relationship roles to capture things like external consultants a customers lawyer etc. 


    Hassan.


    Hassan Hussain | http://hassanhussain.wordpress.com/ | http://www.mscrmvirtualusergroup.com/
    Friday, October 16, 2009 8:28 AM

All replies

  • Hi Jason,

    The relationship that you setup between two entity types and the relationships roles that you can define against an account are two completely different concepts in MS CRM. 

    The relationship roles are available only for accounts, contacts and opportunities.
    These are designed to enable users to configure relationships that might exist between two record types. e.g. XYZ Consultancy might have a "Advisory" relationship with the "The Bank of Forums". The relationship roles need to be defined in the business management area of the MS CRM application before use. Once the roles have been setup you can define contacts are "Project Managers" against an opportunity for example.

    The entity relationships allow you to define relationships between entities. e.g. 1 account can have multiple contacts. Where the contacts form will have a lookup that points to the account that it is associated with.

    When you set the lookups you are setting up an association between the two records. You are not defining the roles for the association. To do that you will need to use the relationship roles. Both are by default disconnected and need to be set-up separately.

    Hassan.


    Hassan Hussain | http://hassanhussain.wordpress.com/ | http://www.mscrmvirtualusergroup.com/
    Thursday, October 15, 2009 8:38 AM
  • Thanks Hassain,

    So does that mean I can define a relationship role that will refer to the lookup, so if I add a record using the lookup it will appear in the list of relationships for the account record?

    Thanks again.
    Jason
    Friday, October 16, 2009 2:38 AM
  • Your welcome Jason.
    The two are completely disconnected. setting one does not mean you set the other. 

    It is generally a good idea to use the relationship roles to capture things like external consultants a customers lawyer etc. 


    Hassan.


    Hassan Hussain | http://hassanhussain.wordpress.com/ | http://www.mscrmvirtualusergroup.com/
    Friday, October 16, 2009 8:28 AM