This task requires the System Administrator or System Customizer security role A defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system. or equivalent permissions. Customization tasks can be performed only while you are online. More information: Customization Permissions
Relationship roles represent standard labels that can be used to identify relationships that exist between accounts, contacts, and opportunities.
In the Navigation Pane, click Settings, click Business Management, and then click Relationship Roles.
On the Actions toolbar, click New. In the Role Name box, enter a name for the relationship role.
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Double-click the Relationship Role you want to edit.
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.
Click Save or Save and Close.
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.
To create a standard label called "Business Decision Maker" that can be used to add a relationship for a contact to either an account or an opportunity, select the Account and Opportunity check boxes in the Contact Role for option.