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Connections showing duplicates

  • 1.  Connections showing duplicates

    Posted 14 days ago
    Hi all,

    We use connections in Dynamics 365.

    And when we connect Accounts to Contacts, if I run advanced find, I will see two connections. One is from the account to the contact, the other one is from the contact to account.

    Is there a way that we only see distinct connection in the advanced find please?

    ------------------------------
    Lifeng Xu
    American Society of Clinical Oncology
    Alexandria VA
    ------------------------------
    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Connections showing duplicates

    GOLD CONTRIBUTOR
    Posted 13 days ago
    Edited by Laurent Maneville 13 days ago

    Hi @Lifeng Xu,

    This is indeed how connections work, when ​you create a connection another one on the other direction is automatically created, if you delete it, the other one is deleted aswell.

    In your case, The first one will have an account in "connectedTo" field and a contact in "connectedFrom" field.
    The second one will have a contact in "connectedTo" field and an account in "connectedFrom" field.
    Same inversion in fields "ConnectedToRoleId" and "ConnectedFromRoleId"

    If you do find all connections you will see both of them. Yet you can filter easily by checking only those that have an account in "ConnectedTo", or had a filter on "ConnectedToRoleId" field depending on your needs.

    Best regards,




    ------------------------------
    Laurent Maneville
    Nmédia
    Drummondville QC
    ------------------------------

    The first step toward cloud success. - Migrate from CRM to D365 with expert guidance from Microsoft. I'm Ready


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