Make Connection work in both directions

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Posted on by KVa

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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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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.

Find ‘Competitor’ and open it.

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

Test:

(1)Before:

(2)After:

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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KVa 293 on at

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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.

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