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Is it possible to add attributes to a connection role? RRS feed

  • Question

  • I'm trying to use connection roles to satisfy this proof of concept situation.  I have a custom contact entity and a custom account entity in MSCRM 2011.  I created a connection role of "Buyer."  Is there any way to add attributes to the connection role to allow users to add additional information about a particular instance of the relationship?  The description text box isn't a viable option because I have a large number of attributes I would like to add including spending limit, products the buyer is responsible for, etc.

    If connection roles aren't the best way to do this... do you have any other recommendations to add attributes to a relationship?

    Friday, December 28, 2012 1:11 AM

Answers

  • Hi,

    The entity "connection role" isn't customizable - this is OOB a restriction or crm 2011. I had this requirement a few weeks ago and I solved it by creating a new entity with my custom attributes and add a relationship to the entity "connection". Additionally I added a custom UI (Silverlight) to create such a new connection with my custom attributes (relation of custom entity to connection will be created automatically by Silverlight).

    Best regards,

    Andreas


    Andreas Buchinger
    Microsoft Dynamics Certified Technology Specialist
    MCPD: SharePoint Developer 2010

    • Proposed as answer by Andreas Buchinger Friday, December 28, 2012 8:58 AM
    • Marked as answer by dorn146352 Friday, December 28, 2012 5:53 PM
    Friday, December 28, 2012 8:58 AM

All replies

  • Hi,

    Yes we can add new attributes or fields in the connection entity. For Connection entity we can do the following customization.

    Forms  View Charts Fields 1:N Relationship N:1 Relationship N:N Realtionship
    YES YES YES YES NO YES NO

    Thanks & Regards, MS CRM Consultant, V.Surya. My Blog: http://inventcrm.wordpress.com/

    Friday, December 28, 2012 4:36 AM
  • Hi,

    The entity "connection role" isn't customizable - this is OOB a restriction or crm 2011. I had this requirement a few weeks ago and I solved it by creating a new entity with my custom attributes and add a relationship to the entity "connection". Additionally I added a custom UI (Silverlight) to create such a new connection with my custom attributes (relation of custom entity to connection will be created automatically by Silverlight).

    Best regards,

    Andreas


    Andreas Buchinger
    Microsoft Dynamics Certified Technology Specialist
    MCPD: SharePoint Developer 2010

    • Proposed as answer by Andreas Buchinger Friday, December 28, 2012 8:58 AM
    • Marked as answer by dorn146352 Friday, December 28, 2012 5:53 PM
    Friday, December 28, 2012 8:58 AM
  • Thank you both for the quick response. 

    Surya, from what I've read, I think that's correct for the connection entity, but I'm using custom entities that I don't think are compatabile with the MSCRM's oob connection entity. 

    Andreas, when you say "add a relationship to the entity connection" are you referring to a third custom entity that I could use to join the contact and account entities?  I'm not a developer, but I'm hoping its possible to use javascript to prepopulate either the contact or the account depending on which entity I'm starting from to create the relationship.

    Friday, December 28, 2012 3:48 PM
  • So I think I did what Andreas recommended, I created a third custom entity and from that entity I created N:1 relationships to both of the first two entities I had.  Turns out I don't need to use javascript, the look up field defaults to the unique name of the originating entity.

    Thanks for your help!

    Friday, December 28, 2012 6:09 PM