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.

Categories:

Competitors

Accounts or Contacts

Other

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CRMJetty 3,508 on at

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RE: I want to connect contact and account with competitor entity

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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Haig Liu Microsoft Employee on at

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RE: I want to connect contact and account with competitor entity

Hi dschauhan,

You can enable connections between entities:

https://www.cloudfronts.com/blog/d365-enterprise/d365-general/connection-entities-dynamics-365/
furkank 535 on at

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RE: I want to connect contact and account with competitor entity

You can check "connection" entity. This sounds like one of the use cases of connection entity.
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Pradeep Rai 5,490 Super User 2024 Season 2 on at

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RE: I want to connect contact and account with competitor entity

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.