Describe a relationship between tables with connection roles

You can describe the relationship between records through the roles that you assign to them.

There are several ways you can use the connection roles in a connection:

Apply the same role to the source record and to the target record. A “friend”, a “team member”, or a “colleague” are examples of roles that could be applied to both records in the connection.
Apply a role to the source record or to the target record, but not to both. A “salesperson” role in a contact to opportunity connection is an example of such role. The records, such as opportunity, invoice, or sales order usually contain sufficient information about what they represent and do not require a role assigned to them.
Apply two matching roles (sometimes referred to as reciprocal roles). One role applies to a source record and the other role applies to a target record. A “doctor” and a “patient”, a “parent” and a “child” are examples of matching roles.

Connection Role Categories

When you create connection roles, you can specify what category they belong to. For example, you can use the following categories:

The category list is customizable. You can add the categories that best fit your business model.

To create a connection role you must specify the following information:

Use the ConnectionRole.Name to specify a role name.
Use the ConnectionRole.Description to add a role description.
Use the ConnectionRole.Category to specify a role category. The possible values for this are defined in the connectionrole_category choices.
When you create a connection role, you can specify a table type that the role will be applied to, such as lead, account, or competitor. If you do not specify a particular table type, then you can apply a connection role to all Microsoft Dataverse tables. To specify the table type, use the ConnectionRoleObjectTypeCode.AssociatedObjectTypeCode. To link the connection role to a particular table type, use the ConnectionRoleObjectTypeCode.ConnectionRoleId. A connection role record can be referenced by multiple connection role object type code records. If you remove all references to the connection role record, you can apply this connection role to all Dataverse tables.

Tip

To find the connection roles for an account, in the query, specify all roles that are linked to the account (Entity Type Code = 1) or to all tables (Entity Type Code = 0).

To associate the roles in the connection, use the Associate method. To disassociate the roles, use the Disassociate method. For more information about the Associate message and the Disassociate message, see Associate and disassociate table rows using the SDK for .NET and Associate and disassociate table rows using the Web API.