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Following on from my recent video series called 'Building a Refreshed Connections UI using SpakleXRM' this post shows you how to use the final solution to add a bit of sparkle to the otherwise slightly neglected connections feature in Dynamics CRM.
Connections first saw an appearance in CRM2011 replacing the customer relationships entity. The big deal about connections was that they could connect any entity to any other entity using the same lookup field and could be viewed from either side of the relationship. This made them very powerful for creating complex relationships between contacts, contacts, cases and opportunities such that the relationships would be equally discoverable from both sides.
I've always loved the connection entity but it hasn't received the 'Refreshed UI' treatment in recent releases which is why I created the Refreshed Connection UI Solution.
This is what the current experience is on the Opportunity Form:
So, far so good, but if you add a custom connections sub grid you get the following. Perhaps the biggest drawback is that the Add New (+) button cannot be used on the form connections sub-grid.
If you then use the associated sub grid you get the following. Adding connections uses the old style Ribbon Form.
Using the new SparkleXRM Refreshed Connections UI this is the experience you'll get:
The code is all in github if you want to take look - otherwise you can install the managed solution.
The usual disclaimer & license applies.