A great new feature of CRM 2011 is Connections. Rather than just explain what it does, I thought I would give a scenario that you may encounter, then show how Connections in CRM 2011 can be leveraged to solve the problem.
Scenario: You are a company that manages Assets for your client, perhaps Hardware used by their personnel. You need a way of tracking who has use of the asset, but also need a way of tracking service cases related to the asset.
Firstly, create a new entity for holding the Asset information.
This might include a lookup to the associated contact, and may even include a lookup to the Product if you originally supplied it ( As a further step you might include a relationship to the Sales Order, thus giving you that complete transparency from Purchase to support)
When you create a new entity in CRM 2011, you now get the ability to enable connections for the records:
This connection can then be used in conjunction with traditional relationships, so in this example, the asset has a direct relationship to a contact record, as the Asset Owner, but you could also create a connection to this asset from, for example, a Case:
The possibilities with this feature are endless. As mentioned at the outset, you could easily include connections to the original Sales Order.
What will this give you?
Well, imagine you supplied a hardware item to a client.Being able to follow it’s life through Sales to Cases would give you a complete trail of the item. Being able to look from within the asset record and see all the connections, gives you a complete lifecycle of the asset.
This is just another great feature of Microsoft Dynamics CRM 2011.
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