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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Change relationship be...
Microsoft Dynamics CRM (Archived)

Change relationship behavior of all 1-to-N relationships at once

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Posted on by Community Member

Hi guys,

when I assign a record, I don't want all records related to that to be assigned to the new owner. Is there a way how to that at once, for example for all relationships with account as primary entity? Or do I really have to open every relationship, change Type of Behavior to Configurable Cascading and then select Cascade None at the Assign drop down?

Thx a lot for helping!

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  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Hello,

    You need to change cascading of "Reassign" for relationship between mentioned entities to "none". To do that open Relationship and in dropdown for "Reassign" choose "None".

  • Community Member Profile Picture
    Community Member on at

    Hi Andrii, thx for your answer. I don't have the drop down Reassign in the Relationship form. Don't know if I got your answer right. For the Account example: I went to the Account entity and selected the 1-N-relationship. After that I selected e.g. the contact_customer_accounts. Where else should I go?

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    Everything is correct. What you need to change:

    1. Change Type of Behavior to "Configurable Cascading".

    2. Change Assign to "Cascade None".

  • Community Member Profile Picture
    Community Member on at

    Thx. And there is no way I can do this for all relationships at once? A feature for bulk-editing relationship behavior?

    Regards

  • Verified answer
    a33ik Profile Picture
    a33ik 84,331 Most Valuable Professional on at

    As far as I know - you will have to go one-by-one.

  • Community Member Profile Picture
    Community Member on at

    Thx a lot.

  • urklnme Profile Picture
    urklnme 441 on at

    2021 update:  XRMToolbox has a tool that will make it much easier to change cascade settings.

    Activity Cascade Rules

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