It will show us a new “Connection” window in which we can search for Carolina Fernández and establish a “Co-worker” relationship in the “As this role” field.
We also recommend adding a description in order to clarify the relationship.
After saving and closing, a new Connection is created. In order to visualize it, you can go to Alfonso’s contact and see its associated registries. We can select his “Connections” from there.
This panel will display all of the connections Alfonso has with other people/companies that are registered in the system.
By knowing these relationships, you can get help with frequently asked questions/issues involving the entire organization. Using Alfonso’s same example:
- Do you know someone that knows about the “A. Datum” company? Alfonso worked there.
- I have a business opportunity, my client is Eva Colón, but it’s been hard to get in touch with her. Does anybody know her? Alfonso has been friends with her since they were kids.
This function will add capacity to the organization by knowing that perhaps we can get help from someone and facilitate conversations to create new connections, expand our network and increase our chances for success.
We mustn’t forget that this function is already built into the product, no additional implementations are required. If you would like a Dynamics 365 demo, contact us here.