Dynamics CRM + Customer Relationships

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Posted on by S B

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In CRM, I would like to see contact relationships roll up to the Account level the way that contact activities do. This means that if a contact of an account has relationships to other accounts or contacts, I want to see those on the Relationship tab at the Account level. Currently, I can only see an Account's relationships to other accounts or contacts, but not relationships of the underlying contacts. If I want to see those, I need to open the Account's contact then go to the contact's relationship tab...too many clicks...hard to see the big picture.

Thanks.

Sandy

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Re: Dynamics CRM + Customer Relationships

Hi Sandy

To be honest its quite hard to do, but if you want to consider a really effective soliton you should have a look at

http://www.salescentric.com/relationship_charts.asp

Cheers

Alistair

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