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Hi. Any help / advice appreciated.
Could someone please summarise the difference between "Connections" and "Relationships" in dynamics 365.
Also it would be great if practical examples of where both are used in business could be given.
The purpose for which I am exploring this is to link "Accounts to Accounts" or Accounts to Contacts" or "Contacts to Contact's" where I have identified a relationship that may be beneficial to me from a sales perspective in the future. Any help or advice is much appreciated.
I am trying to establish which "Connections or Relationships" is most appropriate for what I am trying to do
Thanks for your help
Kevin
Hi Jayachandran,
That was very helpful.
Thank you very much.
Regards,
Kevin
In Dynamics 365 Customer Engagement (on-premises), you can create and view the relationships between records for many entities using Connect. Connections enable you to easily associate users, contacts, quotes, sales orders, and many other entity records with each other. When you open a record and select Connections, you can view all of the connections between it and other records.
When you create a connection, you assign it a role. There are many different roles you can use to identify your connections, such as Account Manager or Colleague. Connection roles define how records are related to you, to your organization, or to one another, such as manager to employee. There are three types of connection roles: business, family, and social. Your system administrator can add new connection roles.
docs.microsoft.com/.../create-connections-view-relationships-between-records
Decide whether to use entity relationships or connections
Entity relationships are metadata that make changes to the database. These relationships allow for queries to retrieve related data very efficiently. Use entity relationships to define formal relationships that define the entity or that most records can use. For example, an opportunity without a potential customer wouldn’t be very useful. The Opportunity entity also has a N:N relationship with the Competitor entity. This allows for multiple competitors to be added to the opportunity. You may want to capture this data and create a report that shows the competitors.
There are other less formal kinds of relationships between records that are called connections. For example, it may be useful to know if two contacts are married, or perhaps they are friends outside of work, or perhaps a contact used to work for another account. Most businesses won’t generate reports using this kind of information or require that it is entered, so it’s probably not worthwhile to create entity relationships.
docs.microsoft.com/.../create-edit-entity-relationships
I think you should ask this in another forum
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