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‘Selected record types not defined for connection roles’ – Error

November 12, 2013 Leave a comment

In CRM, ‘Connections’ are relationships between two entity records in the system.  It’s a way to create a relationship (link) between two entities records.

I got the below error when I try to connect one of my custom entity record with ‘Account’ by the role ‘Referred by’

Connection Role - Error

Connection Role – Error

Fix

We have to configure the entity type on the “Connection Role”, Referred by

  • Go to ‘Advanced Find’ –> Connection Role
  • Open the ‘Connection Role’, ‘Referred By’
  • Choose the entity you want this ‘Connection Role’ work for
Connection Role - Record Types

Connection Role – Record Types

  • Save and Close

🙂