Dynamics 365 versus Salesforce: Connections

Sending
User Review
0 (0 votes)

Did you know, Microsoft Dynamics 365 connections allow users to relate multiple records without custom relationships? Dynamics 365 connections give users a holistic view of their data without directly affecting their data model. Connections is one of many features Dynamics 365 offers that is not available in Salesforce.

In related blogs, we’ve also written about a comparison of Advanced Search  and comparison of CRM Integration features between Dynamics 365 and Salesforce.

What are Connections?

Typically, one-to-one (1:1), one-to-many (1:N), or many-to-many (N:N) relationships are configured in order to relate records together in CRM systems. However, the out-of-the-box Connection entity in Dynamics 365 allows users to relate a source record to a target record seamlessly without 1:1, 1:N, or N:N relationships. When connections are created, two records are added. The first record represents the source to target connection, and the second record represents the target to source connection.

Connections can be created between records of the same entity or different entities. For example, users can connect multiple contacts to an opportunity, multiple accounts to a contact, or multiple contacts to a single contact without lookup fields.

How to enable Connections

To enable connections for an entity…

(Read More)

The post Dynamics 365 versus Salesforce: Connections appeared first on CRM Software Blog | Dynamics 365.

AllEscort