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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / How to customize: when...
Microsoft Dynamics CRM (Archived)

How to customize: when changing account owner, autochange of some activities

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Posted on by Community Member

Hello,

I often have to change the owner of an account. But when I do that, it automatically changes:

The owner of the contacts belonging to the account: this is ok. 

The owner of the previous activities with these contacts: this is not ok ! 

I understand I have to customize something in the relationship between those entities but I am a bit lost.

Thanks for your help!

Vcor

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  • Suggested answer
    Sid07 Profile Picture
    Sid07 285 on at

    Hi,

    This is occuring because of the Parental Relationship set for the Account and related Activity. For E.g Email. You need to change it to Configurable  Cascading and change the Assign & Reparent setting to None if you dont want this to happen.

    Below is the setting.

    2018_2D00_12_2D00_04-1.png

    Hope this helps.

  • Suggested answer
    gdas Profile Picture
    gdas 50,091 Moderator on at

    Hi ,

    Change relationship behavior with Configurable cascading and select Reparent = Casecade All.  You can see below tips for more understanding,

    crmtipoftheday.com/.../what-does-reparent-mean

  • Community Member Profile Picture
    Community Member on at

    Please correct me if I am wrong, but I have the feeling this will work at the "first level", I mean for activities related directly to the account. I am looking for a solution for activities related to contacts that are related to the account.

    Thank you very much for your help.

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

    Hello,

    Remove reassigning of contact when account is reassigned and reassigning of activity when contact is reassigned. In this way you will resolve your "two-levels-deep" issue.

    Good luck.

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