Create or edit a relationship role

Can I do this task?

Relationship roles represent standard labels that can be used to identify relationships that exist between accounts, contacts, and opportunities.

1. In the Navigation Pane, click Settings, click Business Management, and then click Relationship Roles.
2. On the Actions toolbar, click New. In the Role Name box, enter a name for the relationship role.

   - OR -

   Double-click the Relationship Role you want to edit.

3. In the Role Availability section, select the check boxes in the table that specify in which entities the relationship role will be available, and to which entities the relationship role can be related. These relationships determine in which records the new relationship role will appear.
4. Click Save or Save and Close.

Note

If you need to back up relationship roles, or export them for use in a different implementation of Microsoft Dynamics CRM Online, you can export them as part of exporting customizations.

Tip