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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.
In this case, Actions are what happens to the parent record. Here is what several different types of Actions mean for Cascading Rules:
Off of these Actions, are Cascading Rules.
These are various Rules that are active within the system:
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.
In order to change your Cascading Rules, follow these simple steps …
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