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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Filtering connection r...
Customer experience | Sales, Customer Insights,...
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Filtering connection role based on entity

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Posted on by Sales Professional 25

Can we filter connection role based on account and contact entity?

For example,If I click "CONNECT" From account record it should display Account related Connection role  only in roleto look up field.

I have the same question (0)
  • Verified answer
    LuHao Profile Picture
    LuHao 40,892 on at

    Hi partner,

    The role to look up field is automatically filtered based on the value of the Connect To field.

    When you select the Connect To field, the Role To field will be automatically filtered to the roles matched by the Connect To value. If you select Role To first, then the Connect To field will not perform any filtering.

    In other words, the correct order to fill in the fields of Connection is to first select Connect To, and then select Role To. Even if you compulsorily add an Account-related filter for Role To, then we can still select non-Account records for Connect To.

  • Sales Professional Profile Picture
    Sales Professional 25 on at

    Can u explain with an example?

  • Verified answer
    LuHao Profile Picture
    LuHao 40,892 on at

    Hi partner,

    Take the two Connection Roles "Component" and "Employer" as an example.

    "Employer" is the Connection Role of Account, but "Component" is not.

    pastedimage1605508849477v1.png

    pastedimage1605508865578v2.png

    So when we select an Account record for "Connect To", and then search "Role To", we can only see the Connection Role of Account, including "Employer", but not "Component".

    pastedimage1605509152886v3.png

    pastedimage1605509442820v4.png

    When we select "Component" for "Role To" first, then search "Connect To", we can see all entity types including Account and select Account record. But when save it, it will display an error.

    pastedimage1605509766705v5.png

  • Sales Professional Profile Picture
    Sales Professional 25 on at

    Thanks a lot

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