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
2020 Apr  10  3
2020 Feb  18  4
2020 Jan  22  7
2019 Dec  15  4
2019 Nov  11  1
2019 Jan  31  3
2018 Dec  31  4
2018 Nov  66  3
2018 Oct  12  3
2018 Sep  192  11
2018 Aug  6  2
2018 Jun  11  1
2018 Jan  53  2
2017 Sep  544  5
2017 Aug  17  1
2017 Jul  17  2
2017 Jun  51  2
2017 May  21  1
2017 Apr  32  2
2017 Mar  118  4
2017 Feb  411  4
2016 Dec  177  3
2016 Nov  366  8
2016 Oct  240  10
2016 Sep  362  6
2016 Aug  39  1
2016 Jun  1754  6
2016 May  104  3
2016 Jan  70  2
2015 Dec  392  6
2015 Nov  4  1
2015 Oct  13  1
2015 Sep  1319  6
2015 Aug  13  1
2015 Jul  124  2
2015 Jun  10  1
2015 May  20  1
2015 Apr  28  3
2015 Mar  78  3
2015 Jan  5195  4
2014 Dec  17  1
2014 Nov  2212  4
2014 Oct  63  1
2014 Sep  104  2
2014 Aug  3986  1
2014 Jul  46  2
2014 Apr  2458  12
2014 Mar  284  19
2014 Feb  237  8
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  635  2
2013 Oct  250  3
2013 Sep  11  1
2013 Aug  37  3
2013 Jul  207  1
2013 Apr  49  6
2013 Mar  1827  10
2013 Feb  302  4
2013 Jan  262  2
2012 Nov  32  2
2012 Oct  444  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote