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Opportunity Owner vs Activity Owner RRS feed

  • Question

  • We have opportunities that we will have task/activities set up on. When we change the owner of the opportunity all of the task/activities will change to the new owner of the opportunity.

    We want the owners of the Tasks/activities to stay when we change the owner of the opportunity. Is there a way to do this?

    Running CRM 2015 

    Thank you,

    Jeff


    JC IHC

    Tuesday, September 1, 2015 2:00 PM

Answers

  • Hello Jeff,

    You'll have to change the cascading behaviour between your Opportunity and Task/Phone Call/E-mail/... To do this, go to Settings - Customizations - Customize the System - Collapse Entities and open your Opportunity Entity. Go the the 1:N Relationships (One Opportunity can have multiple ...). Look for a relation where the related entity is Task/Phone Call/E-mail/Appointment... and open it. All these relations have a Parental Type of behaviour which means when you Assign, Share, Unshare, Reparent, Delete or Merge the Opportunity record, the sub records will me Assigned, Shared, Unshared... too. To remove this behaviour, change the type of behaviour to Configurable Cascading and change the 'Assign' action to Cascade None which means: When an Opportunity is assigned -> Do Nothing wiht the related records .

    More info about cascading behaviour: https://msdn.microsoft.com/en-us/library/gg309412.aspx#BKMK_ReparentAction

    Cascading Types: https://msdn.microsoft.com/en-us/library/microsoft.xrm.sdk.metadata.cascadetype.aspx

    Hope it helps!

    /J

    • Marked as answer by JC IHC Tuesday, September 1, 2015 3:25 PM
    Tuesday, September 1, 2015 2:48 PM

All replies

  • Hello Jeff,

    You'll have to change the cascading behaviour between your Opportunity and Task/Phone Call/E-mail/... To do this, go to Settings - Customizations - Customize the System - Collapse Entities and open your Opportunity Entity. Go the the 1:N Relationships (One Opportunity can have multiple ...). Look for a relation where the related entity is Task/Phone Call/E-mail/Appointment... and open it. All these relations have a Parental Type of behaviour which means when you Assign, Share, Unshare, Reparent, Delete or Merge the Opportunity record, the sub records will me Assigned, Shared, Unshared... too. To remove this behaviour, change the type of behaviour to Configurable Cascading and change the 'Assign' action to Cascade None which means: When an Opportunity is assigned -> Do Nothing wiht the related records .

    More info about cascading behaviour: https://msdn.microsoft.com/en-us/library/gg309412.aspx#BKMK_ReparentAction

    Cascading Types: https://msdn.microsoft.com/en-us/library/microsoft.xrm.sdk.metadata.cascadetype.aspx

    Hope it helps!

    /J

    • Marked as answer by JC IHC Tuesday, September 1, 2015 3:25 PM
    Tuesday, September 1, 2015 2:48 PM
  • Thanks that work

    JC IHC

    Tuesday, September 1, 2015 3:25 PM