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What is Opportunity Relationship Entity, I mean what is the functionality of this entity?
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Hi!
According to the SDK, Opportunity Relationship entity is a relationship between an account or contact and an opportunity. Also, there are only 3 fields: Opportunity, Customer and Customer Role. Customer Role is an option set, which contains a list of possible roles of a customer on the Opportunity. Customer Role values can be changed/added if necessary.
Hope this helps
Vlad
dynamicalabs.com
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In the old version of CRM where we did not have the new Connections / Connection roles entities there was this construct of Opporunity or Customer Relationship entities to support a similar solution for the creation of business relationships.
A very good explanation and comparison can be found here:
www.powerobjects.com/.../replace-relationship-roles-with-connections-in-dynamics-crm
Nowadays you don't need it and can ignore it. In one of the next major release changes the old relationship solution might completely disappear from CRM.
Our business model is one where we resell other people’s services and than manage the usage and adoption of said service. Because the service is not a service we deliver directly we don’t use CRM OOTB Services. Also our services are provided free of charge and don’t fall under the regular product catalogue conventions. Think of it as us promoting and signing up cable connectivity from the various providers but we don’t make any money in the middle (no currency, no sales, quote or order transaction).
A typical office location may have 10 people that watch TV at their location but 8 of them may decide to use Rogers and 2 of them decide to go with Bell. Also our 5 of those clients can work at other offices (Accounts) and may subscribe to other cable offerings. (Could use Bell at one place but Rogers at another). We also broker additional cable add channels (this is fiction but representative of how our business works) TSN, Home & Garden, and National Geographic as packages to whatever base program they have.
So for the opportunity, our Sales Representative identifies all potential Users (because each one has to be registered as a subscriber for each service). The cable instance is could be a single instance with multiple people consuming it by Account or individual Contact.
My gut feeling is to create a JOIN entity between Contacts and Opportunities because I have to automate the creation of the Cable Service with it’s joins on close of the Opportunity.
Make sense?
Yes, it totally makes sense. But once you won the opportunity you kind of need a business process or workflow that sums up the subscribers for the individual services. Then you probably need some sort of a report that gives a monthly overview of each subscriber (account/contact) versus the service registered. So all of these things are points where you would have to customize Dynamics a bit.
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