• Understanding Entity Relationship Behaviors in Microsoft Dynamics 365/CRM


    Relationships are one of the core pieces of functionality in Microsoft Dynamics CRM. From time-to-time, I see customers who end up getting surprised by how an action they apply to a record, affects the related records.

    A common example of this would be re-assigning an account and how it affects the ownership of the related contacts.

    By default, this relationship is configured as a Parental relationship, so in this scenario, all the related contacts are also assigned to the new account owner. In many instances, this is the desired outcome, but in some cases, you’d rather keep the contact ownership the same.

    Luckily you are not locked into this behavior if it doesn’t suit your organization’s needs.

    In the customization’s area under each entity, you’ll see the lists of 1:N relationships and N:1 relationships. In the earlier example you would find the relationship under 1:N, and then you’d be looking for the relationship whose parent entity is account and related entity is contact.

    Once you’ve opened that up you can see the type of behavior for the relationship is configurable. In this case, we can change the behavior from Parental to Configurable Cascading. This would allow you to alter the Assign behavior to another option so it doesn’t update the owners of the child records.

    Here are the options that are available, but keep in mind that not all types are available for all relationships in the system.

    Type of Behavior

    • Parental: this forces the Cascade All effect to all the individual behaviors
    • Referential: this forces the Cascade None effect to all the individual behaviors except Delete which is locked to Remove Link
    • Referential, Restrict Delete: this forces the Cascade None effect to all the individual behaviors except Delete which is locked to Restrict
    • Configurable Cascading: this allows you to define the individual behaviors independently

    Individual Behaviors

    • Assign – the record owner changes
    • Share  – the record is shared with another user
    • Unshare – the record is unshared with another user
    • Reparent – the referencing attribute of a parental relationship is changed
    • Delete – the record is deleted
    • Merge – the record is merged with another record

    For Assign, Share, Unshare, and Reparent the options are:

    • Cascade All – the change is applied to all associated records
    • Cascade Active – the change is applied to all associated records that are active
    • Cascade User Owned – the change is applied to all associated records owned by the user who owns the original record
    • Cascade None – the change is not applied to any other records

    For Delete the options are:

    • Cascade All
    • Remove Link – the link between the original and referenced records is removed
    • Restrict – prevents the original record from being deleted when related to child records

    For Merge the options are:

    • Cascade All
    • Cascade None

     

  • 相关阅读:
    【Vue 组件化开发 二 】注册组件的语法糖、组件模板的分离写法、组件的数据
    【Camera基础(二)】摄像头驱动原理和开发&&V4L2子系统驱动架构
    软件测试 - Linux命令作用及案例
    Makefile中常见的gcc编译参数
    如何实现一个优秀的 HashTable 散列表?
    「Java分享客栈」Nacos配置中心称王称霸,我Apollo一生也不弱于人!
    雷尼绍探头编程 9810
    稀土铕掺杂氧化铝发光微球/稀土元素荧光微球偶联抗体冻干粉的应用制备
    [计算机毕业设计]大数据的B站数据分析与可视化
    nginx-日志
  • 原文地址:https://blog.csdn.net/lsysunbow/article/details/127646024