welcome to XRM blog

Keep in touch with latest CRM/ERP articles

To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

image
Blog

Manage Relationship Behavior in Dynamic CRM 2011

By xrmlabs webmaster on 3/26/2013

This blog article is all about relationship behaviour between two MS CRM 2011 entities. We all know that in Dynamic CRM 2011 there are three type of relationship they are 1: N, N: 1 and N: N but little is know about the relationship behaviour that each of these relationship type possesses. There are four relationship behaviour in CRM 2011. The relationship behaviour feature of MS CRM controls the resulting action that will happen if a related entity record is deleted, Assigned, Shared, Unshared, Reparent and Merged. These behaviours can be controlled by going to settings of the relationship. 

1.   Configurable Cascading  

In configurable Cascading relationship behaviour you are able set & handle relationship behaviour between parent entity and child entity. Suppose if you want that deleting parent entity record will result in deletion of the child entity record the you should select Cascade all, you can pick and choose behaviour of the six actions (i.e. Assign, Share, Unsharem Reparent, Delete and Merge). Configurable Cascade allow you to set different values for all the 6 actions.

2.    Parental

In parental behaviour whatever action of parent entity record is reflected same on related entity record. Suppose contact record is related to Position custom entity record then on deleting contact entity record related custom entity record is delete.

3.   Referential

When referential relationship behavior is set between two entities no action is reflected on relate entity record except on delete it the link between the two is removed. Suppose between contact entity record and Potential customer entity record there is Referential relationship behavior, an action on contact entity record won’t affect related Potential customer entity record.

4.   Referential ,Restrict Delete

When there is Referential, Restrict Delete relationship behavior between two entities, then any action taken on parent entity record won’t affect related entity record however deletion will be restricted of related entity record.

For each behavior there six actions listed below, you can select the behavior for the action.

Behaviors for these actions:



Hope this helps someone. Happy Coding !!
MS CRM 2011
Relationship
Relationship Behavior
Blog Calendar
Blog Calendar List
2024 Apr  29  4
2024 Mar  56  4
2024 Feb  65  3
2024 Jan  23  7
2023 Dec  18  6
2023 Nov  109  5
2023 Oct  200  12
2023 Sep  458  9
2023 Aug  93  6
2023 Jul  43  6
2023 Jun  24  4
2023 May  44  5
2023 Apr  40  5
2023 Mar  121  6
2023 Feb  132  5
2023 Jan  47  4
2022 Dec  94  7
2022 Nov  261  2
2022 Sep  13  1
2022 Aug  29  2
2022 Jun  10  2
2022 May  6  2
2022 Apr  12  2
2022 Mar  2  1
2022 Feb  2  1
2022 Jan  1  1
2021 Dec  4  1
2021 Nov  2  1
2021 Oct  2  1
2021 Sep  13  1
2021 Aug  49  5
2021 Jul  50  4
2021 Jun  1346  5
2021 May  36  3
2021 Apr  2087  3
2021 Mar  205  5
2021 Feb  2288  7
2021 Jan  3321  9
2020 Dec  471  7
2020 Sep  78  3
2020 Aug  711  3
2020 Jul  132  1
2020 Jun  84  3
2020 Apr  80  3
2020 Mar  19  2
2020 Feb  34  5
2020 Jan  46  7
2019 Dec  17  4
2019 Nov  33  1
2019 Jan  23  2
2018 Dec  83  4
2018 Nov  68  3
2018 Oct  18  3
2018 Sep  1176  11
2018 Aug  7  2
2018 Jun  14  1
2018 Jan  68  2
2017 Sep  587  5
2017 Aug  17  1
2017 Jul  17  2
2017 Jun  63  2
2017 May  21  1
2017 Apr  37  2
2017 Mar  136  4
2017 Feb  806  4
2016 Dec  205  3
2016 Nov  857  8
2016 Oct  309  10
2016 Sep  732  6
2016 Aug  39  1
2016 Jun  1880  6
2016 May  110  3
2016 Jan  71  2
2015 Dec  520  6
2015 Nov  4  1
2015 Oct  13  1
2015 Sep  1469  6
2015 Aug  14  1
2015 Jul  128  2
2015 Jun  11  1
2015 May  20  1
2015 Apr  30  3
2015 Mar  80  3
2015 Jan  5336  4
2014 Dec  17  1
2014 Nov  2259  4
2014 Oct  69  1
2014 Sep  107  2
2014 Aug  5290  1
2014 Jul  49  2
2014 Apr  2581  12
2014 Mar  302  17
2014 Feb  220  6
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  692  2
2013 Oct  256  3
2013 Sep  11  1
2013 Aug  40  3
2013 Jul  214  1
2013 Apr  61  6
2013 Mar  2310  10
2013 Feb  131  3
2013 Jan  346  2
2012 Nov  58  2
2012 Oct  512  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote