I would like to have D365 Sales Hub automatically create a Connection in a specific circumstance. This tenant has one Connection Role called "Introducer", and another Matching Connection Role called "Target". So when a Contact or Account adds a Connection to another Contact or Account with Role=Introducer, the connected Contact/Account automatically gets Role=Target. That part is working fine. So far, so good.
But if a Contact becomes an Introducer to another Contact, I would also like the initiating Contact to be an Introducer with respect to the receiving Contact's company. Here is an example. We open Bob's contact card and add a Connection to Jim with Role=Introducer. Jim automatically receives Role=Target. Jim works at Bigco, which is his Account Name in D365. I want the system to automatically add a Connection between Bob (as Introducer) and Bigco (as Target).
I think the logic looks like this. Adding a Connection to a Contact's record would trigger a D365 process that check's if the new Connection satisfies 3 requirements:
- it is a Connection to a Contact;
- the Connection has Role=Introducer; and
- the Contact that is the other side of the Connection, which now has Role=Target, has an associated Account Name.
If all three conditions are satisfied, I would like the system to create a new Connection between the initial Contact (as Introducer) and the second Contact's Account Name (as Target). Alternatively, the process could trigger when any Contact is given a Role as Target, and if that Contact has an associated Account Name, then the system should create a new Connection between that Account (as Target) and the same Introducer. The advantage of this alternate structure is that it only has to satisfy 1 condition instead of 3.
Can anyone point me in the right direction? Thanks!
