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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Account Assignment Cas...
Microsoft Dynamics CRM (Archived)

Account Assignment Cascade Options? Child Record of Child Record

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Posted on by CRM Learner 88

We have accounts we want to reassign to a new owner.  Under the Account are opportunities and under the opportunities is a child entity called 'opportunity specifics'

Can we set the cascading rule so that when Accounts are assigned everything including the 'opportunity specifics' are also assigned to the new owner?  I know we can do this for child records but wasn't sure we could do it for records that are under the child records...

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  • Suggested answer
    ashlega Profile Picture
    ashlega 34,477 on at

    Hi,

     you just need to configure relationships behavior separately for account then for everything you want to cascade further down. In other words, on the account level you can configure account relationships. Then you need to do the same for opportunities. And so on.

  • Suggested answer
    Nick.Doelman Profile Picture
    Nick.Doelman 1,947 Most Valuable Professional on at

    I wrote a blog article on how to avoid issues when re-assigning records, but it does provide some info on setting up relationships and cascading effects.  Should give you the info that you need to setup this.

    readyxrmblog.wordpress.com/.../how-to-avoid-a-cascading-cataclysm

    Cheers

    Nick

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