Business Relationship in CRM
Local use of BusinessRelationship (mirror) in the CRM.
Shared definition and source fields.
Use this mirror for relationships between organizations and their contact membership. It is not the CRM Relationship sales table, which was removed on 2026-11-04. Current From Company and To Company establish direction; a name alone does not tell you which organization is the subject. Legacy V3 status/action and Source Relationship Kind are not the seller follow-up queue.
Local usage
Tags was added on 2026-10-22 by the Universal Tags rollout. It is an optional local classification from the shared catalog; it does not grant access, create tasks, change status or enroll a campaign, and it never writes back to the source.
| Field | Storage | Current configuration |
|---|---|---|
| Tags | Linked records | Tags; Multiple-record picker |
Maintenance
Correct shared facts at their owning source and local links in CRM. A table name or field description alone does not verify sync direction, field mapping, refresh interval or API write support. Campaign has a separately verified contract; do not generalize it to the other mirrors.