CRM 4.0 Self-Referential Relationships

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Uploaded by on Sep 13, 2008

It might sound geeky, but if you need to customize CRM 4.0, it's actually a very useful new feature! Richard Knudson shows you how you can use it to create parenting hierarchies within CRM 4.0 entities.

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Uploader Comments (RichardKnudson)

  • Good point, Borsaid. I probably should have done the example with something other than the Contact entity. In the slide deck I referred to the Opportunity and Case entities, and in the real world it's probably more useful with those, since they don't have anything like that built in.

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  • Maybe I'm missing something here, but doesn't the contact entity already have a sub-contact relationship with itself out-of-box?

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