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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How "Customer Rel...
Microsoft Dynamics CRM (Archived)

How "Customer Relationships" (OOB entity) records are created in CRM? Is there any OOB process that creates it?

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Posted on by JZot 193

Hi guys,

We are investigating how "Customer Relationship" records were being created on our system. We don't have any processes or logic behind it but we can see one of the CRM users created it manually. But our client saying its impossible for users to create it since they are not aware of it and they need to go to advance find in order for them to do that.

Can someone let me know if there are out-of-the-box process that creates the "Customer Relationship"?

customerrelationship.PNG

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  • Suggested answer
    Dynamics365 Rocker Profile Picture
    Dynamics365 Rocker 7,755 on at

    No. It always created manually.

  • Suggested answer
    Kalpavruksh D365 CoE Profile Picture
    Kalpavruksh D365 CoE 2,545 on at

    Customer relationships need to be created manually. 

  • Suggested answer
    RaviKashyap Profile Picture
    RaviKashyap 55,410 Moderator on at

    Hi,

    Customer Relationship was an old feature which was their in CRM 4.0. This was intended to be related by connections. I don't think anybody still uses these and they are just there for backward compatibility. I am presuming that your system is an upgrade from CRM 4 and I am sure if you check the createdon field for the records, it will be pretty old.

    You can read more about this here:

    www.crmsoftwareblog.com/.../relationships-and-connections-in-dynamics-crm-2011

    community.dynamics.com/.../83765

    Hope this helps.

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