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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / connect multiple contacts
Microsoft Dynamics CRM (Archived)

connect multiple contacts

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Posted on by chrisg.crm 170

I have the following requirements from a client, any ideas would be appreciated

Contacts need to adopt different ‘personas’ in different contexts.  For example:

  • John Smith might be an introducer for Appointment 1, whilst being an end client for Appointment 2
  • Our contact John Smith may have different contact details by persona, such as email address
  • John Smith may associate with Organisation A for Appointment 1 whilst associating with Organisation B for Appointment 2
  • Contacts also move amongst organisations
  • Personas must be variable for a given contact in different circumstances
  • view relationships between records in a single graphical view, for example how contacts relate to each other

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  • chrisg.crm Profile Picture
    chrisg.crm 170 on at
    RE: connect multiple contacts

    thanks,

    the thing is they will be the same contact info with different variations of data within them so I don't think that the answer is in connections (already tried this first! )

  • Priyesh Profile Picture
    Priyesh 7,396 User Group Leader on at
    RE: connect multiple contacts

    Hi,

    You can use Connection Roles in this case.

    A particular record can have different relationships with different records.

    Link: docs.microsoft.com/.../describe-relationship-entities-connection-roles

    Hope this helps.

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