Add or remove a customer relationship for an account or contact

Can I do this task?

In Microsoft Dynamics CRM Online, you can create relationships between one customer The account or contact with which a business unit conducts a business transaction. record and one or more other records. These relationships are defined by their relationship role A definition of one side of a business relationship between accounts, opportunities, or contacts.. The relationship that you set up is based on your selection in the Customer Relationship dialog box. If you want to create a relationship between the account A company that might do business with your organization. or contact A person who represents a customer or potential customer, or an individual related to an account. For example, an individual who purchases products or services for their own use, or an employee of an account. A contact may also be a person involved in a business transaction, such as a supplier or a colleague. that you are working with and another specific account or contact, make sure that you select that account or contact.

1. In the Navigation Pane, click Sales, and then click either Accounts or Contacts.
2. In the list of accounts or contacts, open the record to which you want to add a customer relationship.
3. Under Details, click Relationships, and then on the Actions toolbar, click New Customer Relationship.
4. In the Customer Relationship dialog box, enter information in the following boxes:
   • Party 1

     This field automatically displays the name of the customer that you opened in step 2.

     However, you can also click the Lookup button to search for and select a different account or contact record. If you do so, the new relationship you set up will not appear in the customer record you originally opened.

   • Party 2

     Select the customer record to associate with the Party 1 record. Click the Lookup button to search for an account or contact record.

   • Role 1

     Select an option from the list. This field can be customized, so the values will vary.

     Your organization might set up relationship roles The definitions of the business relationships between accounts, opportunities, and contacts., to indicate the role of your customers as they relate to your business. This field is not required.

     If there are no relationship roles in the list or the relationship role you want is not listed, contact your system administrator and ask them to add the relationship role to the Relationship Roles area, which is located in the Settings area.

   • Description 1

     Use this field to provide additional information about the relationship.

   • Role 2

     From the list, select the relationship role that best describes the relationship of Party 1 to Party 2. The same items will appear in both lists.

     For example, if you selected Supplier from Role 1, you might select Retailer from Role 2.

   • Description 2

     Use this field to provide additional information about the relationship.

5. Click Save or Save and Close.

   Repeat this step to save the account or contact.

Important

You cannot set up duplicate relationships between an account and the same account or contact. It works the same way when setting up a contact relationship. For example, if you create a relationship between a new account and the account, Fabrikam, Inc., and the customer's relationship role is set to Distributor, you cannot create a new relationship for the account that uses the same customer and relationship role.

Note

To remove a relationship, open the account or contact, and then under Details, click Relationships. In the relationships list, click the relationship that you want to delete, and then click the Delete button .