How can I see the connections of a contact (assistant, colleague, ...)?

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In CRM you can connect a contact to another person (assistant, colleague, ...) but, it must be silly, I don't know where can I see the connection. When I look at a contact, I would like to see if he has an assistant, for example. Any suggestion? Thanks in advance.

Ricard

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Rajkumar Rajaraman on at

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Hi rcastelleta,

Refer the following blog:

blog.xrm.com/.../connections-microsoft-dynamics-crm-2011

www.powerobjects.com/.../dynamics-crm-and-outlook-contact-interaction-know-the-rules

Hope this helps.

Regards,

R.Rajkumar

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Mahendar Pal 45,095 on at

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Hi,

You can see the connection information from left navigation open your contact and click on drop download next to your contact name in application navigation bar where you can see connection, you can also add a subgrid over contact form to display connection list.

Thanks

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Community Member on at

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Thanks for your answer. What I would like is to see the connections in the contact view in order to avoid to do what you say. Is there any way (easy way) to add the connections to the contact view?

Regards

Ricard

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Rajkumar Rajaraman on at

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Hi,

Refer the following blog:

www.zero2ten.com/.../creating-and-viewing-lists-of-connections-in-microsoft-dynamics-crm-2011

Hope this helps.

Regards,

R.Rajkumar

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Mahendar Pal 45,095 on at

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No you can't do that, either you need to setup a separate connection view if you want to access it like others view using advance find, or you can simply add subgrid to account form and select connection there, if interested to see connection list over form.

How to add subgrid, please refer this: blog.customereffective.com/.../form-sub-grids-in-dynamics-crm-2011.html

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