I am evaluating moving our company to CRM Online and am using the CRM 2011 trial.
I am trying to create relationships between one customer record and one or more other records. According to the docs (see rc.crm.dynamics.com/.../source_sf_add_relationship_account.htm ) there should be a Customer Relationship dialog box when I go under Details, click Relationships, and then on the Actions toolbar, click New Customer Relationship for an Account.
I do not see any option for Customer Relationship on any details section of any account.
Am I missing something or is this just not an option in the trial?
Thanks for your help!