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I am building Power Apps/Model Driven Apps using the Common Data Service but I think the functionality for Connections would appear to be the same/similar to D365 Sales and I imagine this group has much greater experience in this question compared to a CDS/PA group.
What research I have done so far:
1.I have reviewed this documentation: https://docs.microsoft.com/en-us/dynamics365/sales-enterprise/help-hub
2. searched for Connections in this forum but nothing addresses my question.
3. Looked at some 3rd party partner videos.
In particular, could someone explain the thinking behind From/To connections and why they aren't bi-directional. I want to use connections to indicate Contacts who are members of Boards, but not the board of their own organisation. If I start with Account and add Connections who are people, I am creating a different kind of connection to starting with the Contact and creating the Connection back to the Account. What is the best practice here, as I could see a confusion for the average user, who wouldn't necessarily know which end to start. If we take my Board Member use case..what would the To/From indicate.
As an experienced BA I am used to tagging relationships depending on what object you start from:
the boy kicked the ball
the ball was kicked by the boy.
But that doesn't to my mind create two 'kicks'.
Any advice on best practice?
We only need to create a Matching Connection Role to achieve bidirectional connections.
For example, I have a Connection Role: Board Member to represent a contact role. I need a account role corresponding to Board Member, it represents the board to which the contact belongs.
Step 1. Click New on the Connection Role: Board Member page to create a Matching Connection Role. (If another Connection Role already exists, click Add Existing.)
Step 2. Create the Connection Role: Contact's Board, it and the Connection Role: Board Member automatically become the Matching Connection Role.
Step 3. When I create a connection, such as connecting a contact to an account, the account automatically becomes the board of the contact.
In other words, when I create a connection, Connection From is the contact, Connection To is the account, and To Role is "Contact's Board". Then open the account form, we can also see a connection, Connection From is the account, Connection To is the contact, To Role is "Board Member".
For complete steps to create and use connections, please refer to this blog:
OK..so perhaps the thing I am missing is "Reciprocal" Connection...and again perhaps there is a difference between CDS and D365.
this is what i can see in the Connections Role Entity. I can't see anything that indicates Reciprocal
My problem is this..if I add myself as a board member from the company i get a different result as if i add myself from my Contact
Matching Connection Role is only available in D365. You cannot create Matching Connection Role in https://make.powerapps.com.
Go to https://admin.powerplatform.microsoft.com/environments and open environment settings, is there an option for Connection roles?
No..there isn't, and if i go into the Customisation i get the screen you get but no ability to add new.
Very interesting. Unless you have any further comment/ideas I will stop there...great job Hao...thanks for answering that. I will raise a ticket and then perhaps an enhancement request.
ahh..no...I think I need to save the Connection Role first, then i can match. so the UI interface might not allow this, but the back end seems to be the same?
If you are using UCI, you could go to Advanced Settings > Business Management > Connection Roles.
If click Advanced Settings, you went to Power Platform, then click All legacy settings in the environment settings.
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