Hi All,
I'm trying to work out if the 'Connections' functionality in D365 would be useful and am having some trouble getting it to work.
Scenario
I've set-up an environment in a trial D365 instance and have configured the following:
2 Custom Entities
2 Connection Roles
The issue: When I open a Test Candidate record, and try to create a connection, I can't see records from the Test Job Opportunity entity and visa versa (see below)
The Question:
Is it not possible to connect two custom entities together, or am I doing something wrong?
I've tried following guidance from these sources, but I still haven't got it to work for me:
https://docs.microsoft.com/en-us/powerapps/maker/common-data-service/configure-connection-roles
https://www.cloudfronts.com/connection-entities-dynamics-365/
Thanks Ju Hao! This solved the issue :-)
Hi CamParker,
This is because your custom entity is not added to the app, so you cannot use it in the connection.
Go to Advanced Settings > My Apps, open in app designer.
Click Entities, select your 2 custom entities, save and publish.
bump
Any ideas anyone?
Hi Abdul, Thanks for your suggestion however I have already tried various combinations for the record types and it didn't seem to help.
For the Job Opportunity role, I've tried the combinations of selecting 'All', the 'Test Candidate' entity only and both the 'Test Candidate' & 'Test Job Opportunity' and done the same for the Candidate role.
When you define the connection role you need to choose applicable record types. Once done you will be able to choose connection role for that entity.
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