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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to use cascade to ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

How to use cascade to prevent me from deleting my contacts in an account

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Posted on by Dynamics try-to-be-... 160

Dear Community,

I learned cascade can help me to manage the relationship(1:N, N:1, N:N).

If I delete an account that has associated with many contacts, all the contacts were deleted. How can I use cascade to keep my contacts?

Hopefully, I can get instructions! 

Thanks

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  • Suggested answer
    Community Member Profile Picture
    Community Member on at

    Hi Partner,

    Cascading Rules define what should happen to the related entity records when an operation is performed on primary entity record.

    Type of behavior:

    • Parental: Same action is performed on the related entity record.
    • Referential: No changes on the related entity record (Delete: Remove Link,Merge: Cascade All)
    • Referential, Restrict Delete: Same as Referential (except it restrict deletion).
    • Configurable Cascading: Manually configure Cascading.

    pastedimage1637202157157v1.png

    Types of Cascading Rules

    • Cascade All: Same action is performed on the related entity records.
    • Cascade Active: Perform the cation on all related entity records if they are in Active or equivalent state.
    • Cascade User-Owned: Perform the action on all related entity records (if the owner of the related and parent entity records is same).
    • Cascade None: No effect on the related entity records.

    • Remove Link: This rule is only available for the delete action. If a record is deleted, any related records will not be deleted. CRM will remove the link between the record and its related records.

    • Restrict :This rule is only available for the delete action. If a user tries to delete a record that has related records, CRM will prevent the user from deleting the record.

    pastedimage1637202198383v3.pngpastedimage1637202215405v4.png

    If you want to prevent deleting child records, you can select Referential behavior(Delete: Remove Link), or Configurable Cascading and select Remove link for Delete:

    pastedimage1637202238820v5.pngpastedimage1637202258673v6.png

    But some OOB relationships that type of behavior is Parental are special, only two types(Parental, Configurable Cascading) can be selected,delete option is grey-out, default value is 'Cascade all' , which can't be configurable.

    (Example:contact_customer_accounts)

    pastedimage1637202346957v7.png

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