Reply To: Relationship Behavior – Reparenting

  • Heidi Neuhauser

    Member
    February 27, 2024 at 4:24 pm
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    Reparenting is complicated too. It’s changing the parent in the relationship (so only on a 1:N or N:1). I think a scenario might help:

    • Chrys is a Contact in my CRM for Company B
    • On the N:1 Contact:Account relationship, I have the Reparent set to its default setting.
    • I update Chrys’s Company to be Company A
    • The owner of Company A now has access to see Chrys’s Contact record.

    Alternatively, if the N:1 relationship has Reparent set to CASCADE NONE, the Owner of Company A will NOT be able to view Chrys’s contact record.

    learn.microsoft.com

    Entity relationship behavior (Developer Guide for Dynamics 365 Customer Engagement (on-premises))

    Learn about entity relationship behaviors and how to configure them to preserve data integrity and automate processes in Customer Engagement (on-premises).

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