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I want to connect contact and account with competitor entity

Posted on by 10

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.

  • Suggested answer
    CRMJetty Profile Picture
    CRMJetty 3,508 on at
    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.

  • Suggested answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    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 Profile Picture
    furkank 535 on at
    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.

  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,490 Super User 2024 Season 2 on at
    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:

    pastedimage1673503521179v1.png

    Thank You,
    Pradeep Rai.

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