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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
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