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Make Connection work in both directions

Posted on by 287

I have two accounts (A and B) which are competitors in the same market. I want to connect the accounts with each other using a Connection and the Connection Role 'Competitor'.

When I connect A to B using connection role Competitor I see the Role (To) in A, but in B it's empty. How to make a connection bidirectional, such that selecting a role allows you to populate it on both sides. Unfortunately, I cannot use Matchgin Connection Roles with the same Role (e.g. I cannot add Competitor to Competitor as match connection role)

I understand that connections are not always bidiretional (as in Parent and Child), but Competitor definitely is a bidirectional connection.

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  • KVa Profile Picture
    KVa 287 on at
    RE: Make Connection work in both directions

    This works, thank you! I tried to add the Matching Connection Role using the Unified Client Interface, and I could not select the same role as in Competitor.

    Thank you.

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Make Connection work in both directions

    Hi Kiril,

    Have you added matching Connection Role in the ‘Competitor’ connection role, if not, you need add same role under it.

    Go Settings > Business Management > Connection Roles.

     pastedimage1615429977395v1.png

    Find ‘Competitor’ and open it.

     pastedimage1615429983854v2.png

    You can to add the Matching Connection Role competitor itsel) in the sub grid at the bottom, similar to this:

    pastedimage1615430042831v3.png

    Test:

    (1)Before:

    pastedimage1615430539174v4.png

    (2)After:

    pastedimage1615430653117v5.png

    Regards,

    Leah Ju

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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