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In brief,
in MS dynamics CRM 2011 by using the “connect” feature we can bind any entity
to any entity and define a one way or a two way relationship between records.
The concept
is quite powerful! You can say we have invoices in CRM which already have a
customer (contact) but we want to relate some of the invoices to our marketing
people (system Users) to give commissions to the marketing users who referred a
customer to us. In this example, I’ll show how to do it.
Define a Two way connection between invoices and system users
We want is to
be able to “Connect” an invoice to a marketing person (User) and call the
“Role” (relationship between Invoice and User) “Referral From”.
On the other
hand, when we open the user information in CRM and click on the connections tab,
we want to see a list of the invoices with the role of “Referral For” as role.
Here is how
we can achieve this:
Define a Role (Relationship)
Navigate to
Settings -> Business Management in CRM and click on “Connection Roles”
Click on “New”
to create the connection relationship.
From
Invoice we want to say “Referral From” and we want to use Invoice and User for
record type just to say we need connections to be defined from invoice to users
The third
step is the “Matching Connection Roles” where we can define the type of connection
from User back to invoice. Select the sub grid and click on new on the ribbon
to define a matching conection role
As you can
see we called it “Referral From” this time and we select “User” and record type.
Click on “Save” to store the information
Our two ways
connection has been defined!
Test the connection
Open an
invoice and let’s assume we want to define a user as “Referral From” for this
invoice. Click on “Connect to another” from the ribbon:
And we
assign a user (“BDE1 user” in this example as “Referral from”)
That’s it.
Now if you open the “User” information and click on “Connections” on the left-hand
side menu on the user form you will see the other way connection
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