What are Cascading Rules in Microsoft Dynamics 365/CRM?

Microsoft Dynamics

In Dynamics 365/CRM, Cascading Rules are how CRM interacts with child records when the parent record changes and there is a relationship between the two entities in CRM.

You have to go into the Relationship section of the entity to look at these. Cascading Rules and Data-Mapping derive off the one-to-many or 1:N Relationship.

What Cascading Rules do is dependent upon the Cascade Action and Rules.

Please keep in mind, that not every Cascading Rule is the same. This post should be viewed as a general example, and not used as a strict how-to guide. 

Types of Actions

In this case, Actions are what happens to the parent record. Here is what several different types of Actions mean for Cascading Rules:

  • Assign: indicates a record has changed ownership status
  • Share/un-share: indicates a record has been shared or sharing has been removed
  • Rollup view: identifies activities related to custom entities, only in Dynamics 365
  • Re-parented: indicates the associated parent record has changed – the rules would then share the child record with the owner of the new parent; for example, when a contact changes companies, they are undergoing a re-parent
  • Deleted: the record has been deleted
  • Merge: the parent record has been merged

Types of Rules

Off of these Actions, are Cascading Rules.

These are various Rules that are active within the system:

  • Cascade: All – the change will flow down to any child record
  • Cascade: Active Records – The change will flow down to any active child record
  • Cascade: User-owned – The change will flow down to any child record owned by the same user as the parent
  • Cascade: None – No cascading will take place

1:N (one-to-many) Relationship Types

As far as Types of Cascading Rules are concerned, there is a variety.

First, if there is a 1:N Relationship, you can choose the following for how the many child records are treated by navigating to Account > Contact.

  • Parent: Cascade the change to the child record when a:
    • New owner is assigned
    • Record is shared or un-shared
    • Record is re-parented
    • Record is deleted
    • Record is merged
    • No cascading when the roll-up view is changed
  • Configurable Cascading: means you can change any of the options (above), except Delete, Roll-up View, and Merge to:
    • Cascade: All
    • Cascade: Active Records
    • Cascade: User-Owned
    • Cascade: Owned

How to Change Cascading Rules

In order to change your Cascading Rules, follow these simple steps …

  1. Navigate to Settings > Customizations > Customize the System
  2. Choose an Entity
  3. Click on the 1:N or N:1 Relationship
  4. Open a Relationship
  5. Scroll down to the Relationship Behavior Section
  6. Select the Behaviors you want to Change, and Save

Dynamics Tips


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