Defining Relationships in Microsoft CRM Software
Posted by Cathy Boudreau on Tue, Mar 23, 2010
Dynamics CRM software functionality offers the ability to create relationships between accounts and contacts outside of the standard company/employee relationship implied between the account and contact and the obvious relationship available between the parent account and child account. You may define these relationships using the Relationship Roles link in the Settings - Business Management area of Dynamics CRM software. As you begin defining relationships and roles that are meaningful to your organization business model, you will discover that relationships involve not just account to contact but also account to account, contact to contact, opportunity to account and opportunity to contact. Furthermore, each of these relationships support the converse relationship so that you can see the relationship from the opposite perspective from which the relationship was originally created. For instance, create a relationship from the opportunity to the contact involved in a deal and you could see that relationship from the contacts perspective and view the opportunity from which the relationship was originally created. This is a powerful and often overlooked feature of Dynamics CRM software.
For those who need more robust relationship management, there are software vendors who offer more refined and flexible solutions that add on to Dynamics CRM software.
Harvest Solutions
We understand the importance of quality customer relationship management. We can perform a needs assessment for your business, followed by planning, customization, implementation and data integration services of your next CRM system. Our continued training and support ensures your business successfully implements the plan we create together. Request a consultation from Harvest Solutions today. Then, stay up-to-date by finding us on Facebook, Twitter and LinkedIn. Learn more industry insights by subscribing to our YouTube channel and following our blog. Also, please give us a call now to schedule your free consultation! (877) 683-3313