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

Watch Cascading Rules in action when you catch up with our customer-favorite webinar, “Best Practices for the Advanced Admin”.

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