Tip #197: Don’t forget the cascading

You implement Microsoft Dynamics CRM and create a custom entity called “Account Review” as a child of the account entity. This entity is part of a sales management account review process. You make the entity relationship parental so that deletions and re-assignments of account records will cascade to related Account Review records. Five years later, when […]

Tip #92: Cascading Relationships – The Forgotten Customization

Dynamics CRM Entity Cascading Relationship

If you have implemented your CRM organization and not done a sanity check of the built-in cascading relationships for the COLAC (contact, opportunity, lead, account, case) entities vs. your corporate business practices then you have missed an important step in the architecture process. When you have a one-to-many relationship there are effects to the related […]