Connections in Dynamics CRM 2011

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Posted on by TCal

The company I work for has clients which have various businesses but which are owned by the same person. The different businesses have separate contracts and we have linked the two accounts by a connection.

Now, when a case regarding one of the businesses is created, we want all the contracts of both businesses to show up under 'Contracts'. Is this possible?

Example: Business A - Contract A

Business B - Contract B

Case for Business A : Available contracts: Contract A , Contract B ( since the owner is the same we want both of them to show)

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