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Microsoft Dynamics CRM (Archived)

What is Account -> Relationship to Opportunity defines ?

Posted on by 375

What does Account -> Relationship to Opportunity defines ?

Screenshot of the same as shown below. What is the meaning of the same ?

43802.1.JPG

After applying this, what changes occurred in CRM and how can we check that ?

Anyone ?

Thanks in Advance.

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  • Suggested answer
    ganeshm Profile Picture
    ganeshm on at
    RE: What is Account -> Relationship to Opportunity defines ?

    well to explain that let start from the beginning,

    so usually when a lead is converted to opportunity ->it create 3 things(account,contact,opportunity) 

    so opportunity can be created using an existing account are contact.(check contact u can find the same)

    By creating opportunity using one of them u can relate to other.(if u see the account and contact they are in 1:N relationship).

    opportunity need a contact or account else can be created from a lead(which internal going create an account related contact for the opportunity).

    That is why u have the relationship for opportunity in the ribbon for both contact and account.

    hope i made it clear .

  • Suggested answer
    Gopalan Bhuvanesh Profile Picture
    Gopalan Bhuvanesh 11,397 on at
    RE: What is Account -> Relationship to Opportunity defines ?

    Hi

    Please refer this:

    community.dynamics.com/.../85876

    www.powerobjects.com/.../replace-relationship-roles-with-connections-in-dynamics-crm

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