Hello, we have below scenario to Implement within Dynamics Marketing:
We have 3 three entities within dynamics. Contacts, Role ad Brand where Role and Brand are custom entities we created.
1. We have to create a relationship between above 3 entities where we have a scenario a Contact might have association to a Role ( or Roles which has two values – Bartender and Consumer) and Brand (or Brands) where by selecting a Role only Brands associated to that Role should be viewed. For eg. If user selects Role – Consumer within contact, only Brand associated to that role – consumer should be viewed. To highlight the same please refer below diagram:
2. Another requirement within same scenario is once a Brand is selected after selecting a Role, as per the Brand selected - marketing details (marketing communications, Insights, Interactions etc..) within Contact should change accordingly.
I guess we might need some technical implementation with above scenarios as this might need some Javascripts need to be implemented.
Can please anyone guide us how do we achieve this?
Hi Abhishek,
1. As per my understanding, it seems that relationship between Contact and Role would be N:N, but I am not sure about the relationship between Role and Brand: will a brand be associated to only one role?(Brand <-> Role = N:1)
2. Currently only entities mentioned in the following article are supported with Insights service, you need to navigate back to the contact form to see interactions.
https://docs.microsoft.com/en-us/dynamics365/marketing/insights
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