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I want to connect contact and account with competitor entity

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Posted on by dschauhan

I want to connect contact and account with a competitor entity for new data campaign. Do I need to create seprate entities for competitor or can I connect existing contacts and accounts with competitor? as competitor entity requires all th fields of leads and opportunities.

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Pradeep Rai 5,489 Moderator on at

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Hi,

Currently we do not have any direct relationship between competitor and account/contact.

What i found is we can create a relationship between Account/Contact and Competitor.

after creating relationship like 1-->N we can assign competitor to Account/Contact as shown below:

Thank You,
Pradeep Rai.

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furkank 535 on at

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You can check "connection" entity. This sounds like one of the use cases of connection entity.

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Haig Liu Microsoft Employee on at

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Hi dschauhan,

You can enable connections between entities:

https://www.cloudfronts.com/blog/d365-enterprise/d365-general/connection-entities-dynamics-365/

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CRMJetty 3,512 on at

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Hello dschauhan

You can achieve this from Connection. Please find below link for what is connection and how to used it.

URL : A Quick Guide to Connections in Microsoft Dynamics 365 - Microsoft Dynamics CRM Community

I hope it helps,
Thanks.
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Portal.

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