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Why does CRM Change owner of task when I change owner of their Lead? RRS feed

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    Hi

    I have a problem about lead and Tasks.

    In My Company user Create Leads and some tasks for them. some time owner of lead different of owner of its task. when we have to change owner of lead automatically change owner of related task to oner of lead! it is not my need?

    How will I can prevent that?

    Thursday, June 24, 2010 6:32 AM

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    Hi,

    That is because of the Relationship behaviour

    From SDK

    Relationship type Description
    System A parental relationship type automatically defined by Microsoft Dynamics CRM for system entity relationships. You cannot modify this kind of relationship.
    Parental All operations on the parent entity instance are propagated to the child entity instances (cascade all):
    • If the entity instance is deleted, its related entity instances will also be deleted.
    • If the entity instance is assigned to another user, its related entity instances will also be assigned to the other user.
    • If the entity instance is shared with another user, its related entity instances will also be shared with the other user.
    Referential Operations are not cascaded between entities (cascade none):
    • If the entity instance is deleted, only the link from its related entity instances is deleted.
    • If the entity instance is assigned to another user, its related entity instances are not affected.
    • If the entity instance is shared with another user, its related entity instances are not affected.
    Referential, Restricted The entity instance can only be deleted if it has no related entity instances. Otherwise, this relationship type is the same as referential.
    Configurable Cascading Cascading rules can be configured for most actions. For system relationships, you can select the cascading rules for all actions except merge or delete. For custom relationships, cascading rules can be selected for all actions except merge. Cascading on merge is dependent on the referenced entity. If the referenced entity is an account, contact, or lead, the action cascades. Otherwise, it does not.

    you can set accordingly.

    Got to setting->customization->open Lead and check (1:n) Lead :Task

    you can modify it based on your requirement

    Mahain
    Thursday, June 24, 2010 6:36 AM
    Moderator

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  • Question
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    Hi,

    That is because of the Relationship behaviour

    From SDK

    Relationship type Description
    System A parental relationship type automatically defined by Microsoft Dynamics CRM for system entity relationships. You cannot modify this kind of relationship.
    Parental All operations on the parent entity instance are propagated to the child entity instances (cascade all):
    • If the entity instance is deleted, its related entity instances will also be deleted.
    • If the entity instance is assigned to another user, its related entity instances will also be assigned to the other user.
    • If the entity instance is shared with another user, its related entity instances will also be shared with the other user.
    Referential Operations are not cascaded between entities (cascade none):
    • If the entity instance is deleted, only the link from its related entity instances is deleted.
    • If the entity instance is assigned to another user, its related entity instances are not affected.
    • If the entity instance is shared with another user, its related entity instances are not affected.
    Referential, Restricted The entity instance can only be deleted if it has no related entity instances. Otherwise, this relationship type is the same as referential.
    Configurable Cascading Cascading rules can be configured for most actions. For system relationships, you can select the cascading rules for all actions except merge or delete. For custom relationships, cascading rules can be selected for all actions except merge. Cascading on merge is dependent on the referenced entity. If the referenced entity is an account, contact, or lead, the action cascades. Otherwise, it does not.

    you can set accordingly.

    Got to setting->customization->open Lead and check (1:n) Lead :Task

    you can modify it based on your requirement

    Mahain
    Thursday, June 24, 2010 6:36 AM
    Moderator
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    Check and Set Assign Cascade Relationship Behavior for Microsoft CRM:

    http://microsoft-crm.spaces.live.com/blog/cns!A2586C4AB938C065!1219.entry

    Follow Workopia on Twitter

    Good CRM Links: http://www.workopia.com/Links.htm
    My CRM Blog: http://microsoft-crm.spaces.live.com

    Thursday, June 24, 2010 7:54 AM
    Moderator