Summary:Ms Dynamics CRM 2013 Relationships Patterns Learning Tutorials.
Dynamics CRM Relationship Behavior:
For N:1 and 1:N relationships there are settings for the relationship behavior, also called
cascading rules, which apply to the following operations:
Figure 23.4, the Type of Behavior drop-down contains four options:
The first three options are templates, and the last option Configurable Cascading allows you to configure the cascading manually for each operation.
The first four operations, Assign, Share, Unshare, and Reparent, shares these same cascading types:
Cascade All: This option affects the current entity record and its related entity records. So, the operation is performed on both entities.
Cascade Active: This option affects the current entity record and its related entity records that have a status of Active.
Cascade User-Owned: This option affects the current entity record and its related entity records that are owned by the user who is performing the operation only.
Cascade None:This option affects only the current entity without affecting the related entity records.
The Delete operation has different cascading options as follows:
Cascade All:This option is the same as explained for the other operations with the consideration that if you have a relationship 1:N between Account and Contact and you have one account record with 10 contacts related, when you delete the account, all 10 contacts will be also deleted.
Remove Link:Using the preceding example, if you delete the account record, the contacts won’t be deleted but the link between the contacts to the account will be removed.
Restrict:Using the earlier example, you won’t be able to delete the account until you delete all the related contacts manually first. Only when the account doesn’t have any related records can it be deleted.
The Merge operation will change between Cascade None and Cascade All, depending on the primary entity selected, and can’t be modified.
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Dynamics CRM Relationship Behavior:
For N:1 and 1:N relationships there are settings for the relationship behavior, also called
cascading rules, which apply to the following operations:
- Assign
- Share
- Unshare
- Reparent
- Delete
- Merge
- Parental
- Referential
- Referential, Restrict Delete
- Configurable Cascading
The first three options are templates, and the last option Configurable Cascading allows you to configure the cascading manually for each operation.
The first four operations, Assign, Share, Unshare, and Reparent, shares these same cascading types:
Cascade All: This option affects the current entity record and its related entity records. So, the operation is performed on both entities.
Cascade Active: This option affects the current entity record and its related entity records that have a status of Active.
Cascade User-Owned: This option affects the current entity record and its related entity records that are owned by the user who is performing the operation only.
Cascade None:This option affects only the current entity without affecting the related entity records.
The Delete operation has different cascading options as follows:
Cascade All:This option is the same as explained for the other operations with the consideration that if you have a relationship 1:N between Account and Contact and you have one account record with 10 contacts related, when you delete the account, all 10 contacts will be also deleted.
Remove Link:Using the preceding example, if you delete the account record, the contacts won’t be deleted but the link between the contacts to the account will be removed.
Restrict:Using the earlier example, you won’t be able to delete the account until you delete all the related contacts manually first. Only when the account doesn’t have any related records can it be deleted.
The Merge operation will change between Cascade None and Cascade All, depending on the primary entity selected, and can’t be modified.
More Related Articles:
Microsoft Dynamics CRM Relationships
Dynamics CRM Customizing Entities Tutorial Part-1 Pdf free download
Microsoft Dynamics CRM Customizing Entities Tutorial Part-2 Pdf free download
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