Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Connection role
Customer experience | Sales, Customer Insights,...
Suggested answer

Connection role

(0) ShareShare
ReportReport
Posted on by Sol007 179
Hi all,
 
I have two use case to configure on connection:
  1. I want to add a connection role of Former adviser for contact's that were advised by a user connection but have moved organisation (accounts)?
  2. I also want to make adding a connection a mandatory action when creating a contact?
Can I achieve both use cases using out of box configuration? If so, guidance on a solution would be helpful.
 
 
  • Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Connection role
    Hi, @Sol007
     
    The contact entity has a one-to-many relationship with the connection entity.
     
    You can find the Connection entity in the related tab of the contact entity. Click ‘Connect’ to add a connection for this contact.
     
    For the workflow.
    After testing, the ‘As this role’ field for Connected From and Connected To cannot be populated with roles at the same time.
    Therefore, if both the contact and role are filled in for Connected From, only the contact needs to be filled in for Connected To.
     
    Best Regards,
    Dengliang Li
     
  • Sol007 Profile Picture
    Sol007 179 on at
    Connection role
    Hi @Dengliang Li

    Thanks for your comments. For first issue: Just to clarify once I have configured the connection, record types and matching connection roles - how do I do this "you can use this role to add a connection for the contact" manually?

    For second issue: within your workflow action - create connection do I just need to choose the contact table for connected To and not the connection role or both?
     
    Best r
  • Abdul Wahab Profile Picture
    Abdul Wahab 12,070 Super User 2024 Season 1 on at
    Connection role
     
    It seems you have received the answer to your question. If not, please reply. Otherwise, I will mark this question as verified so it can help others.
     
    Let me know if I can provide you with more details.
     
    Thanks
    Regards,
     
    Abdul Wahab
    Power Platform & Customer Engagement Consultant
    Direct/WhatsApp:+923323281237
    E-mail: abdulwahabubit@outlook.com
    Skype: abdul.wahabubit
    Linkedin: https://www.linkedin.com/in/abdul-wahab-a5b8b011a/
    Youtube Channel: https://www.youtube.com/channel/UCBjgLqLK_2kU-3bwo4McrTw
    Twitter: https://twitter.com/Abdulwahabubit
    GitHub: https://github.com/AbdulWahabWarind
  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Connection role
    Hi,
     
    For the first issue.
    For the Former adviser connection role, the record types it connects to need to include the contact.
     
    Then, you can use this role to add a connection for the contact.
     
    For the second issue.
    You can create a workflow to achieve this.

     
    You can specify a record to connect to.
     
    Best Regards,
    Dengliang Li
     
     
     

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans