Home > CRM > CRM 2011– Customize Connection Role Category

CRM 2011– Customize Connection Role Category

http://www.maxqtech.com/maxqblog/11-07-21/CRM_2011_ndash_Connection_Role_Category.aspx

by John Pavain | Jul 21, 2011

The new Connections feature that was added in CRM 2011 has proved quite useful and has replaced a custom Relationship Entity in a solution that I had built. I needed to create some new business Connection Role Categories  for a solution I was building for a client and had to do some searching around to find where to maintain them. Turns out that it is simple, they are contained in a global option set “Category”. Its very easy when you know where to look, just go to Settings>Customizations>Components>Option Sets and update the “Category” option set, it’s the only system option set  by default.

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