In Dynamics 365, the Connection functionality enables you to articulate the associations between records across different entities.
In this sample scenario, we are employing a Connection to associate Opportunities with Contacts, where the Contact contains the signer's details.
To provide more information about your signer you can add new fields to the Connection. In this example we will be adding an Authentication Method and a Signing Order.
This procedure involves the following steps:
Adding new fields to a connection
To add new fields to a Connection:
Navigate to Settings > Advanced Settings > Customizations > Customize the system. The Power App page appears.
In the left sidebar, expand the Entities menu and click Connection.
Click the Fields tab and then New.
Enter details for the new field.
Click Publish.
Designing a layout for your Connection
To design a layout for your Connection:
Create a layout for Connection details by clicking the Forms tab.
Click New.
Customize the layout of the Connection by dragging fields from the right side to where you would like them to be.
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Click Publish.
Configuring a view for your Connection
To configure the view for the Connection:
Set Up View for the Connection List by clicking View, then double-clicking on one of the views listed. For example, Active Connection Associated View."
Configure how the Connections list is displayed in your customized Opportunity. For example, you can click Add Columns to include new fields.
Click Publish.
Results
Once you have done this, you will see the Connections list in your Opportunity, in this example with the two customized fields, Authentication Method and Signing Order, as depicted below:
You can also edit these fields by editing a Connection, as shown below:
