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Dynamics crm: connection similar to many to many relationship

2022-07-22 07:40:00 【Stone-hdj】

What is? Connection?

Connection yes Dynamics 365 Provides an out of the box to connect multiple records , Instead of creating a custom relationship for two entities .Connection Can be used in records of the same entity , It can also be used in records of different entities .

Connection Use of ？

It allows us to connect many different entity types , It doesn't need to be added Lookup Field to bind the relationship between two entities , For example, I have an active entity , I need to add a host for this event , Add participants , There are other activities needed in the venue , Expenses, etc . Obviously, the venue , These fees belong to different entities , If you use lookup Fields , We need to create several different lookup Field , But use connection You don't have to be so bothered .

Personally feel ,connection It's more like another many to many relationship , and Connection The entity is more like the intermediate entity we created in the many to many relationship , And use it to connect the entity records on both sides .

Dynamics CRM: Relationship Relationships(2) - N:N Many to many _Stone-hdj The blog of -CSDN Blog https://blog.csdn.net/djstone/article/details/124548953?spm=1001.2014.3001.5502

How to use Connection?

1. First, open... For the entity to be used Connection( Be careful ：Connection Once the function is turned on, it cannot be turned off )

2. Create custom Connection Role

In fact, the system comes with a lot of Connection Role, If they don't meet your business needs , You can customize what meets your business needs Connection Role

Setting -> Business Management -> Connection Roles -> New

Step 1: Describe the connection role	Name	Connection Role Name , When you create a new record connection when , Displayed in the 'As this role' This field
	Connection Role Category	Yes Connection Role To classify , The system provides some OOB Of , But we can also add new . Find the picture below Option Set To add new options ：
	Description
Step 2: Select record types	All	This Connection Role You can add all opened Connection Functional entities
Step 2: Select record types	Only these record types	When you create a new record connection when , The connected entity must be connected to Connection Role Match the entities specified in , Otherwise, an error will be reported .
Step 3: List matching connection roles (optional)	List matching connection roles	for instance ： We have a Connection Role,“EntityA”( This is Role Name ), Its entity type is "EnitityA" （ This is the name of the entity , I'm sorry ,connection role With the same name as the entity ）, Pictured above , its ‘List matching connection roles’ yes EntityB This role, At this time, if we want to create a connection, Put entity EntityA The record of is connected to the entity EntityB, We are 'Connect to' This tab page As this role If you choose EntityA that The following figure Detail This Tab Medium As this Role The value of the field will be automatically populated Note： When the above figure is automatically filled and saved , It is equivalent to completing a correlation , You can record on both sides Connection You can find each other's records in .

3. Create a Connection

If we finish the above two steps , The next step is to complete a specific operation connection Created

1） We enter a that has been opened Connection Functional entity record （ If you don't open , There will be no Connections The option appears ）, choice Connections