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 #189: What does “reparent” mean?

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 […]