We have an option to start configuring a new Security Roles from an existing role. You might be tempted to do that, thinking it’ll save you time and minimize the potential for missing something. But, there’s a problem with that approach.
No matter how well your initial taxonomy is structured, as the business evolved, a need for change arises. A taxonomy is not a static product, but rather a work in progress. You should be maintaining and improving your taxonomies on regular basis.
Connections were introduced in Dynamics CRM with version 2011. To the day, various customizations are taking advantage of the enhanced functionality of Connections. The main advantage over Relationship Roles is the ability to relate almost all entities in Dynamics CRM. With Relationship Roles you were only able to relate Accounts, Contacts and Opportunities. The process... Continue Reading →