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Microsoft Dynamics CRM (Archived)

Can't change relationship behavior because of other out-of-the box relationship

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Posted on by 195

Goodday everyone

I hope to find some more information and help about the following:

On Leads we have a custom lookup field to Accounts (we chose not to use the out of the box Customer or Parent Account fields).

We want to change the behavior when an Account has been re-assigned to also reassign active Leads. Usually this is quite simple to do with Configurable cascading.

Unfortunately I cannot select this option for the 1:N relationship that I want to change it for because I get an error stating 'the related entity has already been configured with a cascading or parental relationship.'
And indeed, there is a similar relationship (accounts:lead) that exist and already has a parent or configurable cascading. This is the lead_customer_account one which is a out-of-the-box relationship.

I am not able to change the type of behavior for the out-of-the-box relationship to anything else then parental or configurable cascading....

Does anyone have an idea of how to change this behavior anyway? 
Or is the only option to setup a workaround? (for example filling the out-of-the-box field automatically with a workflow in the background?)

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  • Suggested answer
    Arun Vinoth Profile Picture
    11,615 Moderator on at
    RE: Can't change relationship behavior because of other out-of-the box relationship

    You cannot have duplicate relationship between same entities with Parental/Configurable cascading behavior.

    community.dynamics.com/.../198436

    Create it as Referential relationship & assign it up with a plugin/workflow.

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