Microsoft Dynamics CRM Relationship Behavior - Professional Advantage Blog
In parental relationship, any action taken on the parent record is also taken on the child entity record. For example if the parent record is shared. In Microsoft Dynamics CRM , you can use relationships to relate different entities. There are three different relationship types; 1:N, N:1, and. In the Relationship Behavior section, in the Type of Behavior list, choose one of the following options: Parental. In a parental relationship.
N relationship for that entity. For a new relationship, in the Relationship Definition section, in the Related Entity list, select the entity to be related. Note Specifying the related entity sets a default value for the Name field. If you change the related entity before you save, the value of the Name changes accordingly. Select whether this will be searchable to not. In the Lookup Field section, specify a value for the Display Name field. Important Specifying the Display Name sets a default value for the Name field.
If you change the Display Name of the lookup field before you save, the value in the Name field will not change.
As a result, be sure the Name is meaningful before saving. In the Field Requirement list, choose an option to specify data requirements for the field prior to saving a record. In the Navigation Pane Item for Primary Entity section, in the Display Option list, choose an option for displaying associated views or a custom label.
In the Relationship Behavior section, in the Type of Behavior list, choose one of the following options: In a parental relationship between two entities, any action taken on a record of the parent entity is also taken on any child entity records that are related to the primary or parent entity record.
In a referential relationship between two entities, you can navigate to any related records, but actions taken on one will not affect the other. In a referential, restrict delete relationship between two entities, you can navigate to any related records.
Create 1:N (one-to-many) or N:1 (many-to-one) relationships
Actions taken on the parent record will not be applied to the child record, but the parent record cannot be deleted while the child record exists.
Note that you cannot delete a record when related records exist.
In a configurable cascading relationship between two entities, you select the behavior associated with each of a set of possible actions.
Important If you set the behaviors for the actions so that they match the behaviors for the actions associated with another Type of Behavior, when you save the relationship, the Type of Behavior is automatically set to the matching type.
Select Save and Close to close the Relationship form. When your customizations are complete, publish them: To publish customizations for only the component that you are currently editing, on the Actions toolbar, select Publish.
To publish customizations for all unpublished components at one time, on the nav bar or in the Navigation Pane, select Entities, and then on the Actions toolbar, select Publish All Customizations.
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Note A custom entity cannot be the primary entity in a relationship with a related system entity that cascades. This means you cannot have a relationship with any action set to Cascade All, Cascade Active, or Cascade User-Owned between a primary custom entity and a related system entity. No new relationship can have any action set to Cascade All, Cascade Active, or Cascade User-Owned if the related entity in that relationship already exists as a related entity in another relationship that has any action set to Cascade All, Cascade Active, or Cascade User-Owned.
This prevents relationships that create a multi-parent relationship. Any time you change user-interface elements or implement form scripts for an entity, you need to publish changes to apply them. Any customizations that change the data schema of an app, such as custom entities, relationships, or fields are applied immediately.
If a relationship is part of a managed solution, the developer of the managed solution can restrict you from customizing the relationship. Installing a solution or publishing customizations can interfere with normal system operation.
Relationship definition Depending on whether you chose to create a New 1-to-Many Relationship or a New Many-to-1 Relationship from the solution explorer, either the Primary Entity or Related Entity fields will be pre-populated. You only need to choose the other one. You can edit this if you want. If you create more than one custom relationship between two entities and use the same customization prefix for both, the auto-generated name value will not be unique and you will not be able to save the new relationship.
You must edit the name to differentiate it from any existing name before you can save it. Once saved, you cannot change it.
Lookup fields These fields are the common properties all fields have except Searchable, Field Security, and Auditing. To edit these values for the lookup field that is created with the entity relationship, you must locate and edit the lookup field separately after you create the entity relationship. Create and edit fields.
For example, if you delete a record in the parent entity, the related child entity records are also deleted; or if you share a parent entity record, the related records from the child entity are also shared.
Say you have two entities, Skill and Candidates, which are related with a N: N relationship, you will likely want to create a third entity to connect the two.
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Example, John Doe is skilled in staffing software. In a referential relationship between two entities, you can navigate to any related records, but actions taken on one will not affect the other.
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For this, we use a N: However, we certainly do not want to delete the IT Industry. In this case we use Referential which will not delete the related entity record. In a referential, restrict delete relationship between two entities, you can navigate to any related records. Actions taken on the parent record will not be applied to the child record, but the parent record cannot be deleted while the child record exists. However, you cannot delete a record when related records exist.
This relationship type helps protect you from deleting still valid related records. For example, say you have a Candidate that has been placed on an Assignment, with Assignment being another entity in CRM.
With a Referential, Restrict Delete relationship, you can prevent the Contact from being deleted if there is an Assignment linked to it. While you are unable to delete the Contact without deleting the Assignment first, you are still able to deactivate the Contact if you like.
I also want to note that if you are concerned about records in CRM getting deleted, you can restrict delete capability in the CRM security settings. Any action taken on a parent entity record can also be applied to any child entity records that are related to the parent entity record. You can define the behavior for each type of action. For example, you can set it up so that if you share a record in the parent entity, any related records for the child entity are not automatically shared.