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 …
- Navigate to Settings > Customizations > Customize the System
- Choose an Entity
- Click on the 1:N or N:1 Relationship
- Open a Relationship
- Scroll down to the Relationship Behavior Section
- Select the Behaviors you want to Change, and Save
Watch Cascading Rules in action when you catch up with our customer-favorite webinar, “Best Practices for the Advanced Admin”.
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