CRM 1:N relationships that are “Configurable cascading” type allow you to customize several cascading behaviors. For example, in the system parental relationship between Accounts and Contacts, you can change the relationship type to “Configurable Cascading” and then set the “Share” permission cascading to “Cascade None” so that sharing an Account with George will not also share the related contacts.
The most misunderstood cascading permission is “reparent.” My experience is that if you ask five CRM configurators what “reparent” means, at least two will probably think that is reassigning the account.
Reparenting is changing the parent in the relationship. For example, if I have contact where the parent customer is Fabrikam and I change the parent customer lookup to Contoso, with the default reparent cascading, the owner of Contoso will now have access to the contact.
By setting the cascading setting for “reparent” to “Cascade None,” the owner of the new parent will not be granted access to the record when the parent is changed.
Please note that linking a record to a parent when that record is created is also considered reparenting! This can have big implications when you want to restrict access to the child entity, while access to the parent entity is more open. For example: when you create an Opportunity and link it to a Potential Customer then the Reparenting setting for the relation between Account and Opportunity is applied.
[…] An action when we set a lookup (when on create or update message). There is a blog post from the crmtipoftheday that you can check to learn more about this. […]