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
- Test Candidate and Test Job Opportunity
- Both with 'Connections' enabled in the entity properties
2 Connection Roles
- (This is where I get a bit uncertain)
- Job Opportunity - for the selected record types I've tried All, Test Candidate only and Test Candidate & Test Job Opportunity
- Candidate - for the selected record types I've tried All, Test Job Opportunity only and Test Job Opportunity & Test Candidate
- I've added both as matching connections so when I open the Candidate role I see Job Opportunity in the Matching Connection Roles and visa versa
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://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/basics/create-connections-view-relationships-between-records
https://www.magnetismsolutions.com/blog/adammurchison/2017/10/30/a-quick-guide-to-connections-in-microsoft-dynamics-365
https://www.crmsoftwareblog.com/2019/08/how-to-create-connections-and-connections-roles-in-dynamics-365/
https://www.cloudfronts.com/connection-entities-dynamics-365/
