Daily Archives: June 23, 2011

1 Categorize your CRM Contacts using Relationship Type

One of the most powerful fields on the Dynamics CRM Contact entity is something called the Relationship Type. This field allows you to categorize your contacts by specifying who they are: customer, vendor, partner, etc. Unfortunately, for some unknown reason, this field is missing from the default CRM 2011 data entry form.  Let’s walk through […]

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