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Relationship behavior in activities

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Posted on by Community Member Microsoft Employee

Hi.

We are having the following scenario: Every time we reassign a case to another owner user, the activities, notes, emails and tasks are reassigned to the new owner of the case, therefore the date of the activity is modified in the time scale.

Is this correct to happen?

I made a ticket to Microsoft and they indicated that it may have been an update made by them that modified the behavior of relations with the case entity.

Currently the relationship configuration is as follows:

:'( Help please!!!!

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flavia.takushi on at

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RE: Relationship behavior in activities

Hi esjoleguim,

This is related to the cascading behavior defined in the relationship.

So if it is defined to cascade all, then the behavior is expected.

You have to open the relationship between account and notes for example and see this setting: Type of Behavior > Reparent.

In this article you can see more details about the behavior: community.dynamics.com/.../what-are-cascading-rules-in-microsoft-dynamics-365-crm.

Another useful link: https://docs.microsoft.com/en-us/dynamics365/customerengagement/on-premises/developer/entity-relationship-behavior.

Hope it helps!

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