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Need help relating Customization in Dynamics Marketing with custom Entities

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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:

 pastedimage1615289701261v1.jpeg

 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?

  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Need help relating Customization in Dynamics Marketing with custom Entities

    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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