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I am evaluating moving our company to CRM Online and am using the CRM 2011 trial.
I am trying to create relationships between one customer record and one or more other records. According to the docs (see rc.crm.dynamics.com/.../source_sf_add_relationship_account.htm ) there should be a Customer Relationship dialog box when I go under Details, click Relationships, and then on the Actions toolbar, click New Customer Relationship for an Account.
I do not see any option for Customer Relationship on any details section of any account.
Am I missing something or is this just not an option in the trial?
Thanks for your help!
You are looking at some documentation for the previous version (4.0). In the current version (2011) this is now referred to as a "Connection"
Inside the record, choose Connect from the ribbon on top and then To Me or Another - then chose what to relate the record to and as which role.
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