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In Dynamics CRM it is not possible to delete e.g. an QuoteDetail as soon as the status of the owning Quote is active or closed (you can try to delete the QuoteDetail, but you get an error message). I think this behavior does make sense.
How is it implemented in Dynamics CRM? I would like to get the same behavior for custom entities linked with an 1:n association.
Thank you!
Hi,
Unfortunately you can't use OOB functionality to prevent deletion based on status. You need to write a plugin.
Please refer to this Post to understand what is the message to use:
community.dynamics.com/.../ms-dynamics-crm-associate-disassociate-message-plugin
The plugin must execute in pre-validation. Basically, the plugin will raise an exception to stop the process.
Hello ,
Check configurable cascading behavior in relationship to restrict deletion of record .
I think this won't help. With the cascading behavior I can only prevent deletion of the 1-side of the association as long as related entities exist.
Unfortunately you can't handle this scenario with OOB functionality, please check my first post.
Thank you, I'll look at the plugin solution.In the meantime I found a solution using real-time workflows. Seems to be working fine. But I don't know which solution I prefer. Do you have an opionion? (I'm totally new to Dynamics/CDS...)
can you please your real-time workflow ?
Ah, damn. I forgot the add a link to workflow solution... Here it is: Prevent delete with workflows
Good job !! Yes go for the workflow, I forgot about that option !!
Hopefully Microsoft will add a more 'natural' solution at some point...
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