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Customer experience | Sales, Customer Insights,...
Suggested Answer

How to use Connection Roles in other Dataverse tables?

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Posted on by 11
I've read the community forums and found most recommendations for linking multiple accounts to a single contact to be that of connection roles.

However, I've not been able to determine how I can utilise that outside of just creating those connections.

For context, I have a table that tracks participation of events by our contacts. I'd like to have a field that references a list of organisations that a contact can represent. 

Example:

Contact A is tied to a parent account Organisation X, with a designation of CEO. 
Contact A is also a board Chairman in Organisation Y.

Contact A joins an event hosted by my company, but he is participating in the capacity of his role as a chairman in Org Y, not in the capacity of CEO in Org X where he works. 

Is there a way to create a column in my Event Participation table where I can lookup to all organisations tied to Contact A, and select the organisation he is representing? i.e. either Org X or Org Y.
I have the same question (0)
  • Suggested answer
    Muhammad Shahzad Shafique Profile Picture
    2,606 Most Valuable Professional on at
    1. Create a custom table (e.g., Contact Affiliation):
    • Fields:
      • Contact (Lookup)
      • Account/Organization (Lookup)
      • Role/Designation (Text or Choice)
      • (Optional) Start Date, End Date, etc.
    1. Modify your “Event Participation” table:
    • Instead of looking up directly to Account, add a lookup to this new Contact Affiliation table.
    • This way, for each event participation, you can select which organization (and role) the contact is representing.
    Example:

    Contact A has:
    • Affiliation 1: Org X → CEO
    • Affiliation 2: Org Y → Chairman
    When Contact A is added to an Event Participation record:
    • The user selects the appropriate Contact Affiliation record.
    • This indirectly links to the correct organization and role.
  • GC-29050524-0 Profile Picture
    11 on at
    Hi @Muhammad Shahzad Shafique

    Thank you for this. Should/can the primary column be the lookup to Contact table? 

    If I'm getting this right, this table will be able to hold an example like this:

    4 records, same contact in each record, 4 different accounts in each record? (and other accompanying data unique to each affliation).
     
    For my Event Participation table to add a lookup column to Contact Affliation table, the Contact Affliation table will need to hold all variations of accounts tied to 1 contact, including the parent account right?

    Will I need a flow such that:

    When a contact is created, and parent account is added, to create a new record in Contact Affliation table to record the affliation? 

    Thanks so much! 
  • Muhammad Shahzad Shafique Profile Picture
    2,606 Most Valuable Professional on at
    1. Primary Column:
      Yes, the primary column of the Contact Affiliation table can be a lookup to Contact, but ideally, you'd have:
    • A lookup to Contact
    • A lookup to Account (affiliated org)
    • A role/designation or similar metadata field
    1. Multiple Affiliations:
      Correct, the table can have multiple records for the same contact with different accounts (and unique roles, dates, etc.).
    2. Event Participation Table:
      – Yes, it can reference the Contact Affiliation table via a lookup if you want to tie participation to a specific affiliation (e.g., which org the contact was representing).
    3. On Contact Creation Flow:
      Yes, if a Parent Account is added to a Contact, a Power Automate flow can create a Contact Affiliation record to reflect that relationship.

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