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Dynamics 365 general forum

Automatically adding and removing contact connections

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Posted on by Community Member Microsoft Employee

Hello

Does anyone know if it is possible to automatically add and/or remove a connection role once criteria has been met?

Thanks in advance,

Lauren

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  • Suggested answer
    Johnny Gong Profile Picture
    Johnny Gong 6,482 on at
    RE: Automatically adding and removing contact connections

    Hi Lauren Spicer,

    You could create new workflow process to automatically create conect role triggered by new contact record created like following screenshot:

    3187.connection.PNG

    Regards

    Johnny

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