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Looking for some guidance on how best to track potential introduction paths. For example, a Contact (Pat) could introduce us to another Contact (Shawn, who works at CompanyA) and a potential Account (CompanyB). Another Contact (Kim) can introduce us to CompanyA and CompanyB. When I view Pat’s record, I would like to see that Pat can make intros to Shawn, CompanyA (because that’s where Shawn works) and Company B. When I view CompanyB’s record, I’d like to see that Pat and Kim can make intros. Etc. For each Contact and Account, I’d like to be able to see, in one place, the Contacts that can make inbound intros, and (for Contacts) the outbound intros that can be made. Only Contacts can make one or more outbound intros, but both Contacts and Accounts can be the recipient of one or more intros.
Assume that Pat, Shawn, Kim, CompanyA and CompanyB are already present in the D365 tenant. What is the best way to keep track of this in D365 Sales Hub? I am guessing it involves setting up a Connection and Role type, but I’m not sure exactly how to do this. Do I need to create any custom fields or N:N relationships? Happy to create some custom fields, relationships, forms or views if necessary, but would prefer to avoid coding. Thanks for the help!
Connections would be the way to go, you just need to set the connection roles and set the Connected To and Connected From.
Thanks Paul. Will Connections let me differentiate between the Introducer and the Introduction Target? For example, if I open Kim's contact card and create a new connection showing that she has a Connection to CompanyB of type Potential Introducer, won't CompanyB's card show me that it is a Potential Introducer to Kim? How can I tell D365 that the other side of a Potential Introducer connection is always an Introduction Target, and vice versa?
Just to add some color to my question above, I think it comes down to whether I can tell D365 that a given relationship is one-way. So if Kim is a Potential Introducer to CompanyB, that means that CompanyB is automatically an Introduction Target, but the reverse is not necessarily true (i.e., CompanyB is not automatically a Potential Introducer to Kim, and Kim is not automatically an Introduction Target).
I believe so yes, this link may help with that.
Thanks Paul! That link did the trick. I just had to add the other side of the connection as a Matching Connection Role.
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