Connection roles need to be configured before they can be used. Clicking on Connection roles in the Power Platform admin center opens a window, showing the list of connection roles in the environment, as shown in the following screenshot:
Figure 3.17 – Connection roles
There is a set of connection roles that are created when the environment is created or when a Dynamics 365 app is installed. You can use these roles or create roles to meet your requirements.
Consider deactivating the existing roles and creating your own connection roles that suit your requirements.
To create a new role, click on the New button and the following screen will appear:
Figure 13.18 – New connection role form
The form has the following fields that should be completed:
- Name: This is the name the user will see when selecting connection roles.
- Connection Role Category: This is used to group connection roles.
- Select record types: Choose which entities the role...
