Rajeev Pentyala – Technical Blog on Power Platform, Azure and AI

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’

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

• Save and Close

🙂