Prior to the Wave 1 2020 release, the allocation of charges capability was available only on the Purchasing side of F&O processes. In this blog, we’ll review the Current State process and share some exciting news about Future State process.
Microsoft Dynamics CRM connections are an excellent way to establish relationships between almost any records in CRM without having to create custom relationships between the entities. The big question is whether or not connections are a better option than creating multiple lookups on a CRM form. It's a classic battle of connections vs lookups. We generally recommend using connections, and in today's blog, we'll talk about why connections are often more beneficial than lookups. Let's start the debate!
Out-of-the-box Connections are handy in situations where one entity record looks up multiple records from another entity or when there is a need to represent a many-to-many relationship between records. When designing your CRM solution, sometimes it's necessary to think about how NOT to create new lookups to fulfill the business need while still representing the same data.
For example, say you need relate four contacts (AuthorizedRep1, AuthorizedRep2, AuthorizedRep3, and AuthorizedRep4) to a custom "project" record. Instead of creating four lookups to the contact entity on the project form, it is a better idea to create one or more connection roles and then connect each of the four contacts to the project record using appropriate connection roles.
What are the Benefits of using Connections over Lookups?
1. Connections help keep your forms clean. For example, instead of putting four lookups to a contact on a form, you can instead create four connections and use a sub grid to display the contacts on the form.
2. Multiple records can be connected using the same role. Lookups do not allow more than one record to associate with one lookup, nor do they allow you to define how the records are related.
3. Connections eliminate the need to establish custom relationships between entities. Connections are an out-of-the-box feature and can connect almost any entity using a connection role. Lookup fields do create entity relationships behind the scenes.
4. Representing many-to-many relationships using lookups creates intersecting tables in the background. Using connections avoids intersecting tables, still enabling many-to-many connections.
5. When there are multiple departments or business units using the same entity for unique purposes, a business-specific custom lookup might mean nothing (or may be ambiguous) to other businesses units using that entity. Using connections eliminates the confusion caused by creating department specific lookups for an entity.
6. Connection roles can be categorized by specific categories and business. Doing this helps with data retrieval and reporting.
7. With connections, no custom SQL index is required since it is an out-of-the-box feature and the fields are already indexed.
As you can see, there are a lot more advantages to using connections over custom lookups in terms of data representation and the data model. However, one disadvantage of using connections over lookups is that with connections, data retrieval is a little less intuitive. Regardless, the advantages still make connections a CRM designer's choice over lookups.
That's all for the blog today! Hopefully you found this information useful when determining whether to use connections or lookups when designing your CRM solution. For more information about connections, check out these helpful articles.