Entity relationship behavior in Dynamics CRM

When a user changes the owner of lead (either because the original owner has left the company or the lead is being assigned to a new salesperson), the system changes the owner on COMPLETED activities to the new owner of the record.  

This is a problem because it is important that we maintain the history as to who performed each task that happened in the past and by switching the owner for completed tasks this changes all historical reporting and records. 

Solution:

This kind of situation can be easily handled using the relationship behavior feature in CRM.

  1. Create a new solution->> add the Activity Entity for which you need to make this change. (in below example I have added the Email entity).

Graphical user interface, application Description automatically generated

 

  1. When you open the relationship, you will notice that the behavior is set to Parental

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Parental Relationship: In this relationship all changes on parents are done on child.

  1.  If we want to customize it, Change the type of Behavior to Configurable Cascading.

This will enable the below options:

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  1. On Change of owner

Cascade-None: No change will be done to existing Activities and Notes.

Cascade-Active : Only Open Activities will be updated to the new owner and date changed to date of change of owner. This option is not available for Notes , as notes are always active. 

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As for our requirement, we will make it cascade active.

Below is an example for the same.

 

  1. Before Change of Owner, we can view the  last updated datetime of activity.

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  1. After Change of  Owner, we can view the  last updated datetime of activity.

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As desired, The Date-time and owner is updated for open activity.(Since I have tried all the cascade options on the same Date, in my example you will be able to see change of time and not Date).

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