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In CRM 2011 what are the connections and the roles. RRS feed

  • Question

  • Hello

    I am new to CRM envirnment. What are the connections in CRM and the connection roles. Are they replacement of the relationships and how to use it. are any good reads on it.

    thanks,

    Harumi

    Wednesday, May 16, 2012 12:33 AM

Answers

  • Hi Harumi,

    The relationships in CRM 2011 are different to the Connections and The connection Roles.

    There are 3 kind of relationships in Microsoft Dynamics CRM 2011: 1:N, N:1 and N:N.

    CRM 4.0 provided the ability to define the relationship between entities using the Relationship feature. However this was only available for defining relations between Account, Contact and Opportunity. This concept has been enhanced further with the introduction of Connections in CRM 2011. Moreover, this has now been extended to include any entities including custom entities that you define.

    Connections can basically be used to define the relation or the association between two entities. To give an example you can have an account with multiple contacts. With the help of connection you can define that one of the contact is actually the partner in the company and another an employee.

    One can define any number labels for the relationships Like:

    Family relationships (father, sister, brother, spouse/partner, cousin)
    Social relationships (tennis partner, golf partner, club member, friend)
    Sales relationships (champion, influencer, stakeholder, referrer, gatekeeper)
    Business relationships (supplier, partner, consultant, contractor, competitor, former employer)

    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.


    Ashish Mahajan, CRM Developer, CSG (Melbourne)
    My Personal Website: http://www.ashishmahajan.com
    My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
    My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

    My Linkedin: View Ashish Mahajan's profile on LinkedIn
    My Twitter: https://twitter.com/#!/ashishmahajan74

    Wednesday, May 16, 2012 12:41 AM
  • Hi Harumi,

    I am assuming by reads you mean articles.

    Please have a look at the following articles:

    http://www.avanadeblog.com/xrm/2010/09/crm-2011-feature-of-the-week-8302010-connections.html

    http://www.resultondemand.nl/support/blog/post/New-in-CRM-2011-Connections.aspx

    http://blog.xrm.com/index.php/2011/06/connections-microsoft-dynamics-crm-2011/

    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.


    Ashish Mahajan, CRM Developer, CSG (Melbourne)
    My Personal Website: http://www.ashishmahajan.com
    My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
    My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

    My Linkedin: View Ashish Mahajan's profile on LinkedIn
    My Twitter: https://twitter.com/#!/ashishmahajan74

    Wednesday, May 16, 2012 12:54 AM
  • Hi Harumi,

    CRM 2011 has this new feature of Connections.

    The new Connections entity enables a user to track complex relationships between any two entities. It is a new feature that is designed to replace the "Relationships feature of Dynamics CRM 4.0" and not the relations which are 1:N, N:1 or N:N.

    The difference between a Relation (CRM 2011 relations) and Connections is that the relations are very simple but cannot define complex connectivity between 2 entities.

    For example if we have two entities "Account" and "Board of Directors". You can define the director of the account as a relation between Account and Contact. But to define the relation between Board of Directors and the Account we cannot simply connect via contacts. As the Board of Directors have different roles. So if there are 5 Board of Directors connected to the Account, they have different roles. One can be Board of Director of sales, Board of Director of logistics, etc. This can only be achieved by going to Accounts and Connections on left hand side and then creating all these connections by clicking on connect button. 

    My advise would be to use Relations if possible like 1:N, N:1. But in case these relations have different roles then go for connections.

    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.


    Ashish Mahajan, CRM Developer, CSG (Melbourne)
    My Personal Website: http://www.ashishmahajan.com
    My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
    My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

    My Linkedin: View Ashish Mahajan's profile on LinkedIn
    My Twitter: https://twitter.com/#!/ashishmahajan74

    Wednesday, May 16, 2012 2:03 AM

All replies

  • Hi Harumi,

    The relationships in CRM 2011 are different to the Connections and The connection Roles.

    There are 3 kind of relationships in Microsoft Dynamics CRM 2011: 1:N, N:1 and N:N.

    CRM 4.0 provided the ability to define the relationship between entities using the Relationship feature. However this was only available for defining relations between Account, Contact and Opportunity. This concept has been enhanced further with the introduction of Connections in CRM 2011. Moreover, this has now been extended to include any entities including custom entities that you define.

    Connections can basically be used to define the relation or the association between two entities. To give an example you can have an account with multiple contacts. With the help of connection you can define that one of the contact is actually the partner in the company and another an employee.

    One can define any number labels for the relationships Like:

    Family relationships (father, sister, brother, spouse/partner, cousin)
    Social relationships (tennis partner, golf partner, club member, friend)
    Sales relationships (champion, influencer, stakeholder, referrer, gatekeeper)
    Business relationships (supplier, partner, consultant, contractor, competitor, former employer)

    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.


    Ashish Mahajan, CRM Developer, CSG (Melbourne)
    My Personal Website: http://www.ashishmahajan.com
    My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
    My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

    My Linkedin: View Ashish Mahajan's profile on LinkedIn
    My Twitter: https://twitter.com/#!/ashishmahajan74

    Wednesday, May 16, 2012 12:41 AM
  • Hi Harumi,

    I am assuming by reads you mean articles.

    Please have a look at the following articles:

    http://www.avanadeblog.com/xrm/2010/09/crm-2011-feature-of-the-week-8302010-connections.html

    http://www.resultondemand.nl/support/blog/post/New-in-CRM-2011-Connections.aspx

    http://blog.xrm.com/index.php/2011/06/connections-microsoft-dynamics-crm-2011/

    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.


    Ashish Mahajan, CRM Developer, CSG (Melbourne)
    My Personal Website: http://www.ashishmahajan.com
    My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
    My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

    My Linkedin: View Ashish Mahajan's profile on LinkedIn
    My Twitter: https://twitter.com/#!/ashishmahajan74

    Wednesday, May 16, 2012 12:54 AM
  • thx for a quick reply Ashish! What i am interested is the difference between relations and connection  roles. Can i replace relations with roles or i should i keep use relations.

    thx for the articles.

    Wednesday, May 16, 2012 1:37 AM
  • Hi Harumi,

    The difference between relationship and connection is relationship is a lot more concrete than connection. With relationship, you will get a lot of CRM out of the box features such as lookup, subgrid, associated views, etc.

    With connections, you don't get much. But on the other hand, you'll get a more loose way to connect 2 records together. Eg: you want to build a staff hierarchy. Instead of defining this as a relationship (which could be troublesome when new job role is introduced, for example), you could define this as connection.

    So it depends on your requirement. Perhaps if you could share your requirements, we could help you better in deciding whether you should go for relationship or connections.

    Hope this helps.


    Dimaz Pramudya - CRM Developer - CSG (Melbourne) www.xrmbits.com http://twitter.com/xrmbits


    Wednesday, May 16, 2012 1:56 AM
  • Hi Harumi,

    CRM 2011 has this new feature of Connections.

    The new Connections entity enables a user to track complex relationships between any two entities. It is a new feature that is designed to replace the "Relationships feature of Dynamics CRM 4.0" and not the relations which are 1:N, N:1 or N:N.

    The difference between a Relation (CRM 2011 relations) and Connections is that the relations are very simple but cannot define complex connectivity between 2 entities.

    For example if we have two entities "Account" and "Board of Directors". You can define the director of the account as a relation between Account and Contact. But to define the relation between Board of Directors and the Account we cannot simply connect via contacts. As the Board of Directors have different roles. So if there are 5 Board of Directors connected to the Account, they have different roles. One can be Board of Director of sales, Board of Director of logistics, etc. This can only be achieved by going to Accounts and Connections on left hand side and then creating all these connections by clicking on connect button. 

    My advise would be to use Relations if possible like 1:N, N:1. But in case these relations have different roles then go for connections.

    I hope this helps. If my response answered your question, please mark the response as an answer and also vote as helpful.


    Ashish Mahajan, CRM Developer, CSG (Melbourne)
    My Personal Website: http://www.ashishmahajan.com
    My Blogs: http://ashishmahajancrm.blogspot.com.au and http://ashishmahajancrm.wordpress.com
    My Youtube Channel: http://www.youtube.com/user/ashishmahajanmscrm

    My Linkedin: View Ashish Mahajan's profile on LinkedIn
    My Twitter: https://twitter.com/#!/ashishmahajan74

    Wednesday, May 16, 2012 2:03 AM
  • Thx Dimaz for the understnding.
    Wednesday, May 16, 2012 2:35 AM
  • Thx Ashish for the examples. I will use relations when required.
    Wednesday, May 16, 2012 2:36 AM