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Dynamics 365 Community / Forums / Service | Customer Service, Contact Center, Fie... / Best Approach for N:N ...
Service | Customer Service, Contact Center, Fie...
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Best Approach for N:N Accounts & Contact

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Posted on by Abbod Hamwi 587

Hi,

So far, what is the best approach in case we have one contact to be linked with multiple accounts, or one account has multiple contacts, is there an OOB method, should I create N:N Relationship

  • Community Member Profile Picture
    Community Member on at
    RE: Best Approach for N:N Accounts & Contact

    Hi,

    we would like to opt for the manual N:N relationship, as dual write to F&0 will also need to be working....

    And if I understood correctly F&0 is setup with N:N as well...

    Could you provide me further information upon this N:N relationship? What intersect entity do we set up best? Also Party?

    and upon the integration/dual write feasibility to F&O?

    Many thanks upfront for your help

    KR,

    CRM cosultant

  • Suggested answer
    Fubar Profile Picture
    Fubar 2,756 on at
    RE: Best Approach for N:N Accounts & Contact

    It depends on exactly what you need to do:

    • Native N:N - quick and easy
    • Manual N:N (you create the intersect entity): used when you need to capture additional information on the intersect entity.
    • Connection Roles:  out of the box capability to link different records specifying a Role, and optionally start end time for the relationship.  But is more difficult for users to make the connections than N:N (particularly with the Unified Interface), as it has a more complex data structure can be more difficult to report on.  Huge benefit is being able to link records from many different entity types and have them appear in the one subgrid.
  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: Best Approach for N:N Accounts & Contact

    Charlotte,

    Check this post that describes connections - www.crmsoftwareblog.com/.../

  • Community Member Profile Picture
    Community Member on at
    RE: Best Approach for N:N Accounts & Contact

    Can anyone further elaborate on this N:N relationship setup? We would like to go for this approach too, but not really clear how to set it up.

    Many thanks for your support and feedback upfront.

    KR,

    Charlotte

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at
    RE: Best Approach for N:N Accounts & Contact

    Hello,

    You can either create custom N:N relationship or use OOB Connections.

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