Not to be confused with entity relationships, relationship roles are definitions of how specific account, opportunity, and contact records can be related to one another in Microsoft Dynamics CRM Online.
Relationship roles are more flexible than those defined in an entity relationship, but they are limited to account, contact, and opportunity records.
Relationships defined using relationship roles can be easily viewed within records, but they can also be used with Advanced Find to identify groups of records that share a common relationship role. Relationship information can also be presented in reports, such as the Account Overview report.
There can be any number of relationships that may not be appropriate for your organization to track using an entity relationship. These may include:
Users can create two types of relationships:
After users choose the records that will participate in the relationship, they can select from available labels in the respective relationship form. Only valid labels based on the definition of the entity types in the relationship role are displayed.
Managing Relationship roles is the task of choosing the labels that will represent valid options when users define these types of relationships. When you define the labels, you also define which combination of account, contact, or opportunity records will be valid for the label. Setting consistent relationship roles allows users to select meaningful labels for the relationship roles they set that can be used in a report or an Advanced Find query.
Users are not required to choose labels when they set relationships. They can just enter a description in the relationship.