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Service | Customer Service, Contact Center, Fie...
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D365 Contact connection issue

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Posted on by 129

ContactConnectionIssue.PNG

There appears to be an issue with the "Connection" entity when it comes using the following Connection Role:

Connect From person is specified but the role is not.

Connect To person is specified and the role "Birth Parent Of" is selected.

When the "Connect To" role "Birth Parent Of" is specified the role in the "Connect From" is not automatically populated.

I expected the "Connect From" role to select "Birth Child Of" and appear automatically but as shown in the attached image, it does not appear, however, that option is actually on the list.

One has to manually select it from the list (and is the only role on the list)  for it to appear.

Now this 2 relationship or roles are the only one where the "Connected From" role is not automatically selected to appear. You need to manually select it from the list.

For the other roles they appear automatically when the "Connect To" role is selected.

For example:  Connected To role is "Adopted Child Of". When this role is selected, the Connected From role is automatically selected to "Adoptive Parent Of".

Is there a reason for this or is this a bug?

a2z

I have the same question (0)
  • RaviKashyap Profile Picture
    55,410 Moderator on at

    Hi,

    If I am not wrong, you have to link the 2 connection roles with each other under the matching oles section. Something like this-

    role.png

  • a2z Profile Picture
    129 on at

    UsingBirthParentOf.PNG

    BirthChildOf.PNG

    BirthParentOf.PNG

    We have a customised connections:

    1. Birth Parent Of

    2. Birth Child Of

    These roles are connected and the connection is "Familial".

    But as you can see in the 1st image, when I selected "Birth Parent Of", I expected "Birth Child Of" to be selected automatically.

    I can't see anything wrong with the Connection.

    Any ideas?

    a2z

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